Jack Broderick

Background

About Jack Broderick

I head a wealth advisory team that largely serves a sophisticated clientele, offering a holistic approach to wealth and investment management. Our team is committed to delivering on our clients' priorities - wealth preservation, cash flow, yield enhancement, growth of capital, and tax efficiency - and customizes comprehensive strategies to help them pursue their financial goals. Our clients include family-focused offices, private equity and hedge fund general partners, former Wall Street chieftains, Forbes 400 corporate executives, professional sports team owners, and successful entrepreneurs. Our team's institutional backgrounds in trading, derivatives, investment strategy, and portfolio construction enable us to cater to the individual needs of each client. Our deep engagement in the markets and consumption of independent third-party research and scholarly publications supports our commitment to uncovering opportunities across all asset classes and all market environments. We think our investment approach distinguishes us from our peers. I can be reached at jbroderick@rockco.com Interests: Biking, Hiking, Skiing, Golf