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Jack Hanna
Sr Specialist, Quantitative Investment Management Research at Charles Schwab
Professional Background
Jack Hanna, CFA, is a highly motivated financial analyst with a wealth of expertise in investment performance analysis and quantitative research. Currently, he contributes his analytical skills as a Senior Specialist in Quantitative Investment Management Research at Charles Schwab, where he leverages his strong foundation in statistics, artificial intelligence, and economic principles to support data-driven decision-making in investment strategies. His professional journey has been marked by an admirable mix of dedication and innovation, as evidenced by his remarkable role transitions within the company, including his previous position as Manager of Investment Performance & Competitive Research.
Prior to joining Charles Schwab, Jack honed his analytical skills as an Investment Performance Associate at Longs Peak Advisory Services, LLC. This pivotal role provided him with hands-on experience in assessing and communicating investment performance metrics, positioning him as a key player in helping investors understand the effectiveness of their strategies. His early career also includes rich experience gained through internships at industry-leading firms such as McKesson and Arrow Electronics, where he was able to apply his analytical acumen and deepen his understanding of financial markets and investment patterns.
Education and Achievements
Jack’s educational background is as impressive as his career trajectory. He graduated Summa Cum Laude from the University of Colorado Boulder in May 2019, earning a Bachelor’s Degree in Applied Mathematics with a minor in Economics from the College of Engineering and Applied Sciences. This academic distinction reflects his mastery of complex mathematical concepts and their application within the finance domain. His decision to pursue Applied Mathematics enabled him to develop critical thinking skills and quantitative analysis techniques that have been vital in his career.
As a CFA Level II candidate, Jack is committed to furthering his expertise in investment analysis and portfolio management. His professional development is complemented by strong proficiency in relevant tools such as Microsoft Excel, R, Portfolio Accounting Systems, and Power BI, which allows him to efficiently analyze data and communicate findings to stakeholders. Jack’s technical skills, combined with his educational accomplishments and practical experience, position him as a rising star in the finance industry.
Achievements
Throughout his career, Jack has made significant contributions to the companies he has worked for and the clients they serve. His experience in investment performance analysis is characterized by his ability to provide statistical measures that enhance decision-making processes, contributing to improved investment outcomes. At Charles Schwab, he has played a crucial role in developing research methodologies that not only support quantifiable financial results but also instill a culture of data-driven transparency within investment teams.
Jack's journey started humbly as a Student Staff Associate at Young Life, where he learned the fundamentals of teamwork and leadership, skills that have continued to benefit his professional endeavors. His internship experiences at Arrow Electronics and McKesson further solidified his foundational knowledge in financial analysis and business analytics, allowing him to navigate complex financial landscapes effectively. Even in the fast-paced environment of competitive research at Charles Schwab, Jack's work ethic, analytical mindset, and commitment to excellence have shone through, marking him as a trusted advisor within his teams.
With his dedication to continuous learning and a passion for finance, Jack Hanna is positioned to make lasting contributions in the investment management space. His blending of mathematical expertise, quantitative analysis, and finance not only shapes his immediate contributions but also sets the stage for a promising career ahead.
