Co-Chair, Digitally Enhanced Advice Committee @ Money Management Institute
Former Chairman, Board of Trustees @ Becket-Chimney Corners YMCA Camps
Over 30 years of experience as an executive at Morgan Stanley, Putnam Investments, The Phoenix Companies and now LifeYield, LLC. Currently, EVP at LifeYield, a software innovator providing tax-smart coordinated account and income management which can add over 100 basis points per year in after tax returns during the accumulation and withdrawal phases of an investor's lifetime.
Over 30 years of experience as an executive at Morgan Stanley, Putnam Investments, The Phoenix Companies and now LifeYield, LLC. Currently, EVP at LifeYield, a software innovator providing tax-smart coordinated account and income management which can add over 100 basis points per year in after tax returns during the accumulation and withdrawal phases of an investor's lifetime. Chairman of the Managed Money Institute's Retirement Solutions Committee.
Specialties: Investment product and platform innovation; sales and marketing strategy and training; creating strategic business alliances
Chairman, Goals-Based Wealth Management Committee @ Managed Money Institute (MMI) is an industry trade association focused on investment advisory solutions to which most of the leading money managers and platform providers belong. The MMI Goals-Based Wealth Management Committee develops research and provides education on helping investors achieve their goals. This includes optimizing goals-based planning, asset allocation, asset location, product and model selection and optimization, investment strategy, monitoring and course correcting household portfolios and income sourcing. From October 2014 to Present (1 year 3 months) Principal, Executive Vice President @ LifeYield Tax-Smart Solutions are designed to help investors, advisors and firms improve investment after-tax outcomes and achieve their goals. . LifeYield’s goals-based, multiple account management software helps minimize taxes while maintaining the desired asset allocation during the accumulation of assets and throughout retirement. This can lead to up to 30% improved after-tax returns, according to comparisons by Ernst & Young, From November 2008 to Present (7 years 2 months) Greater Boston AreaFormer Chairman, Board of Trustees @ Becket-Chimney Corners YMCA operates Camp Becket for Boys, Chimney Corners Camp for Girls, the Berkshire Outdoor Center and other year round programs in western Massachusetts. An extensive, well-maintained facility on 1400 acres blends with more than 100 years of tradition and provides an exceptional camping experience. Generations of young men and women from all walks of life have spent their summers at these wonderful camps. From 2005 to July 2013 (8 years) Senior Vice President @ Held a variety of positions including:
Senior Vice President, Chief Marketing Officer
Senior Vice President, Annuity Distribution
Senior Vice President, Alternative Retirement Solutions From November 2004 to August 2008 (3 years 10 months) SVP @ From 1995 to 2008 (13 years) President, Private Client Group @ Contributed to the building and buying of multiple boutique money management firms and went on to build the first wholesale distribution organization that represented multiple money managers in the retail investment marketplace. Oversaw sales, marketing, product development, key account management and operations. From 1995 to 2004 (9 years) Managing Director, National Sales Manager, Broker/Dealer Sales @ Headed up sales for the Broker/Dealer Channel
Later headed up Retail Marketing for all channels From December 1992 to November 1995 (3 years) 1st Vice President, National Sales Manager, Insurance Services @ Field wholesaler covering the Northeast from September, 1985 to July,1988.
National Sales Manager from July, 1988 to December, 1992 From September 1985 to December 1992 (7 years 4 months) National Sales Manager, Insurance & Annuities @ From 1985 to 1992 (7 years) Regional Manager @ From 1983 to 1985 (2 years)
BA, English @ The University of Connecticut From 1970 to 1974 Jack Sharry is skilled in: Wealth Management, Series 7, Asset Managment, Alternative Investments, Asset Allocation, Series 63, Investments, Mutual Funds, Fixed Annuities, Retirement, Business Strategy, Financial Services, ETFs, Asset Management, Securities
Looking for a different
Get an email address for anyone on LinkedIn with the ContactOut Chrome extension