Jack Straub, CAIA, J.D.

Designations and Licenses

Jack is a Chartered Alternative Investment Analyst professional.

Experience and Education

Jack is responsible for Mariner Ultra, overseeing our advisors and dedicated offerings for family offices and ultra-high-net-worth clients with complex financial needs.

Prior to joining Mariner, Jack co-founded AdvicePeriod, a boutique UHNW RIA focused on modernizing wealth management, which was later acquired by Mariner. Earlier in his career, he was a principal at DeltaTech Partners, a Washington, D.C.-based venture firm specializing in technology transfer and patent commercialization in the defense and energy sectors.

Jack holds a bachelor’s degree in finance from Boston College and a Juris Doctorate degree from Suffolk University Law School.

Personal Interests

Away from the office, Jack is a member of the Massachusetts and District of Columbia Bar Association. He has served as an advisory board member to leading firms, including Charles Schwab, Vanilla, Betterment, and Wellesley Asset Management.