Retirement Plan Analyst
Jack Duffy began his professional career at Twelve Points as an intern during the summer of 2021 and has been here ever since! Now serving as a Retirement Plan Analyst, Jack assists his clients with the day-to-day management of their 401k plans. Jack plays an essential role in helping clients during the onboarding phase, as well as actively assisting with the administrative work that comes with properly advising on 401k plans.
Prior to joining the Twelve Points team, Jack received his degree at the University of Rhode Island, where he studied Economics and Political Sciences. Among his favorite aspects of being part of the Twelve Points team is the people. “We have a great team who are passionate about what they do and really care about the people that we work with,” he says, “a lot of companies strive for this, while Twelve Points are a team of people who exemplify it.”
When not working to help his clients succeed with their 401k plans, you can find Jack coaching youth lacrosse, or unwinding with an episode of one of his favorite sitcoms.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services.