Jack Schanne, CFP®, RICP®
Chief Investment Officer
Financial Advisor

Financial Analyst Jack Schanne

“A big lesson I learned from sports is the amount of effort it takes to achieve excellence. Now I’m applying that in my profession.” Jack Schanne hasn’t missed an opportunity to learn some valuable lessons, and now he’s taking full advantage of the chance to absorb everything he can at the side of Cary Stamp. “Cary is not only my boss, but he is the number one mentor in my life,” he said.

Jack was born and raised in Delaware as the second oldest of six children. “Having a big family can get hectic, but it’s fun, and we are all best friends,” Jack said. He spent much of his childhood playing sports with basketball as the main focus all the way through high school and one year in college. In addition, his father’s passion for golf rubbed off on Jack. “Before I could walk, I probably had a golf club in my hand,” he said.

Jack began his college career at Wheeling Jesuit University in Wheeling, WV where he played basketball and studied nuclear medicine with plans to become a radiologist. However, his interest shifted when his math and science classes led to finance. That’s when Jack decided it was time to change schools. “I wanted to leave Wheeling and find a great business school.” So, sophomore year, he transferred to Jack Welch College of Business at Sacred Heart University in Fairfield, CT where he double majored in finance and economics.

It was during his senior year in college that Jack's path took a momentous turn. On the golf course, his father introduced him to Cary Stamp, a close friend, and mentor. Jack expressed his desire to learn about investments, and by his last semester of college, he was working alongside Cary.

Two days after graduation, Jack embarked on a journey to Florida, eager to learn critical skills and lessons necessary for serving clients, all while working with Cary and developing his own clientele. His passion and dedication led him to achieve certifications as a Certified Financial Planner (CFP) and Retirement Income Certified Professional (RICP).

But life has a way of bringing new adventures, and Jack's journey took a significant turn. In 2022, he married the love of his life, marking a milestone in his personal story. Soon after, he and his wife relocated back to Florida, a place filled with memories and the warmth of family.

Now, Jack and his wife are expecting their first child in December, making their joy complete. Jack, with his expanded family, continues his work from Florida, where he's thriving in his profession.

While his career continues to flourish, Jack finds balance in his love for sports. Basketball remains a source of fun and enjoyment, but he's also discovered the intensity of squash and the thrill of competitive tennis matches with friends. Friendly competition still holds a special place in his heart.

Jack's journey is a testament to his commitment to personal growth, strong relationships, and a passion for both personal and professional excellence. With an expanding family and a growing list of accomplishments, he's poised for an exciting and fulfilling future.