Jack Sharry is EVP and Chief Growth Officer at LifeYield, a technology company that creates better investor and advisor outcomes through coordinated, multi-account tax-efficient investing and tax-smart retirement income planning. Jack’s career includes senior leadership roles at Morgan Stanley, Putnam, and Virtus. Besides his popular podcast, Jack contributes to numerous industry boards, publications, and organizations and is the author of the book Authentic and Ethical Persuasion.
