Jack Gunn, CFP®

Jack Gunn, CFP®

Director, Wealth Advisor

Jack is a Director and Wealth Advisor. He is a seasoned wealth manager with over 20 years of experience in the financial services industry. His experience providing strategic financial advice to ultra-high-net-worth families brings additional depth to the firm’s wealth management team. Jack’s responsibilities include providing financial advice to clients and helping the firm’s business development efforts.

Before joining Ullmann Wealth Partners, Jack was a partner/senior financial advisor for Veritable L.P., a multi-family office servicing ultra-high-net-worth individuals and families across the U.S. He was also a financial advisor for UBS Financial Services and other institutions. Throughout his career, Jack has established himself as a trusted advisor known for his expertise in wealth management, investment strategies, and financial planning.

In 2020, Jack demonstrated his entrepreneurial spirit by co-founding VEL, a coworking café, where he led the strategic vision and management of the finance department. The venture allowed him to learn firsthand the nuances of a start-up company and the many challenges business owners face.

Jack earned his BS in Business Administration from Pennsylvania State University. He is also a CERTIFIED FINANCIAL PLANNER™ professional.

In his spare time, Jack enjoys doing anything outdoors. He especially enjoys coaching his kids’ various sports teams, surfing with his daughter, and fishing with his sons. He is an avid Philly sports fan, loves rugby, and enjoys working out.