Summary
Overview
Work History
Education
Skills
Timeline
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Jack Masse

Newtown Square,PA

Summary

Dynamic and results-driven student with experience as a Summer Analyst at Morgan Stanley, where I honed my financial acumen and communication skills. Proven ability to build client relationships and collaborate effectively, complemented by a passion for investing and a commitment to continuous learning. Certified with the FINRA SIE exam, enhancing my industry knowledge. Actively pursuing Series 66 and 7 certifications, and aspiring to achieve the CFP designation.

Overview

4
4
years of professional experience

Work History

Summer Analyst

Morgan Stanley
06.2025 - 08.2025
  • Supported a team of Private Wealth Advisors managing ultra-high-net-worth client assets across investment portfolios, estate planning, and wealth transfer strategies
  • Conducted market research and prepared investment pitch decks focused on equities, fixed income, and alternative asset classes for client meetings
  • Shadowed senior advisors during client meetings to gain exposure to high-touch relationship management and fiduciary practices
  • Engaged in continuous learning of financial products and industry regulations


Cabin Counselor / Soccer Coaching Staff

Camp Tecumseh
06.2021 - 08.2024
  • Provided attentive care and mentorship for boys ages 8–16 during a seven-week sleepaway camp, fostering a positive and inclusive environment
  • Developed strong leadership and coaching skills while guiding campers in soccer, improving their athletic abilities, and teamwork
  • Collaborated with fellow counselors to create a well-rounded schedule of activities, ensuring a balanced, fun experience for all

External Vice President

Pi Kappa Alpha Fraternity (Gamma Omega Chapter)
11.2023 - 11.2024
  • Acted as second in command to the President, representing our chapter at on-campus events, National Conferences, and liaising with University Administration
  • Oversaw social media, philanthropy initiatives, and community outreach efforts, enhancing our chapter’s engagement and reputation on campus
  • Fostered relationships with other Greek organizations, coordinating events, and promoting a culture of collaboration and camaraderie

Education

BBA - Management

University of Miami Herbert Business School
Coral Gables, Florida
05.2026

Skills

  • Certifications: FINRA SIE exam - Passed on 07/14/2025
  • Languages: Conversational proficiency in Spanish
  • Activities: Focus (Faith club), clean Miami Beach (service), high school tennis co-captain
  • Interests: Soccer, golf, lifting, faith, investing, and traveling

Timeline

Summer Analyst

Morgan Stanley
06.2025 - 08.2025

External Vice President

Pi Kappa Alpha Fraternity (Gamma Omega Chapter)
11.2023 - 11.2024

Cabin Counselor / Soccer Coaching Staff

Camp Tecumseh
06.2021 - 08.2024

BBA - Management

University of Miami Herbert Business School

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Jack Masse