Jack Kennedy, Financial Planning Analyst

Jack Kennedy, Financial Planning Analyst

We want you, our clients and friends, to get to know Agili’s team of experts. So, we recently asked one of our newest employees, Jack Kennedy, to share a bit about himself. As a Financial Planning Analyst, Jack assists clients with the development and implementation of comprehensive financial plans. He also collaborates with Agili’s Investments Team and executes investment recommendations for our clients. It’s great to have Jack on the Agili team!

Your position at Agili: Financial Planning Analyst

Educational background: Business Administration major with a concentration in Economics, University of Richmond Robins School of Business.

Describe your family: My family is incredibly close and supportive, and they have played a large role in who I am today and what I have accomplished.

What motivates you? To be the best I can be and to make those I love proud.

What are your hobbies/charities/sports (active or fan)?  I am a big fan of baseball and recently went on a graduation road trip and visited five major league stadiums.

What is your favorite vacation spot? My favorite vacation spot has long been Block Island, RI, but I recently fell in love with Scandinavia and more specifically, Denmark, studying abroad in college.

Are you a cat or dog person? I have a black lab named Leo and a cat named Freckles. I am closer with Leo because he is much easier to find.