Jack Buchan
180 Wealth Advisors
Mercer Island,WA
2
years of professional experience
Work History
Wealth Management Intern
1 Year 4 Months- Conduct equity research on a 35+ stock portfolio, producing buy/hold/sell ratings using P/E, PEG, forward P/E, and EV/Sales ratios alongside balance sheet and income statement analysis
- Evaluate portfolio risk exposure and support diversification strategy across equities, fixed income, and alternative investments
- Compare mutual funds and ETFs on risk-adjusted return metrics, expense ratios, and Sharpe ratios to inform advisor recommendations
- Pull and analyze performance data across $1.5B in AUM and 1,000+ client accounts, producing annual reports and recommending reallocation strategies such as reducing equity exposure for clients near retirement
- Assist with model portfolio rebalancing for approximately 200 to 300 clients, supporting advisors in reallocating investments to align with client risk tolerance and investment objectives
- Prepare financial plans including retirement projections, estate planning summaries, and tax-efficient withdrawal strategies
- Develop client meeting materials including performance reports, financial summaries, and net worth analyses
- Execute KYC data reviews across 390+ client accounts, flagging missing or incomplete financial data for advisor follow-up
- Identify portfolio concentration risk and prepare summaries on client exposure to specific sectors and asset classes
- Maintain accurate client data entry and follow-up communication to support compliance and recordkeeping requirements
- Supported client onboarding by organizing account paperwork and verifying required disclosures.
- Prepared portfolio reports and meeting materials for advisor reviews.
Grounds Crew Member
3 Months- Maintained cleanliness and appearance of grounds at a community beach club
Education
B.S. - Finance
- Relevant Coursework: Financial Analysis, Portfolio Management, AP Macroeconomics
- GPA: 3.6
Skills
Tools: Microsoft Excel (advanced)
Bloomberg Terminal
Redtail CRM
eMoney
Finance: Portfolio management
Microsoft Excel
Equity research
Cash flow management
Equity valuation
Investment strategy
ACTIVITIES & LEADERSHIP
- Varsity Baseball, Mercer Island High School 2023 – 2025 Team Captain, All-League Award (top 3 ERA in league); Golden Arm Award (JV 2023, Varsity 2024), Varsity Football, Mercer Island High School 2022 – 2025
- All-League Award; Iron Man Award JV 2021, National League of Young Men 2021 – 2025
- Ensign Award 2023 for 33 hours of community service; volunteer coaching youth football, community shelter, and parks cleanup
Timeline
Wealth Management Intern
180 Wealth Advisors
06.2025 - CurrentRead More
Grounds Crew Member
Mercer Island Beach Club
06.2024 - 09.2024Read More
Santa Clara University
B.S. from Finance
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