Jack Bossart

Jack Bossart

Client Service Associate
As a Client Service Associate at Gresham, Jack works directly with Advisors to provide comprehensive wealth management solutions to ultra-high-net-worth families.

Jack joined Gresham in January 2025. His role involves working directly with Advisors in delivering wealth management services by organizing meetings, monitoring action items, developing customized strategies for clients, collaborating with external experts and preparing reports.

Prior to Gresham, Jack worked at KPMG as an Audit Associate in the Asset Management industry. As a financial statement auditor, Jack audited the financial statements of various mutual funds, ETFs, family trusts, and private equity funds.

Outside of work, Jack enjoys staying active, going to classic rock concerts (Jack has seen Rolling Stones, Billy Joel, Elton John, and more!) and cheering for Ohio State and Cleveland sports teams.

Certified Public Accountant
Education Background
  • B.S.B.A, Accounting, The Ohio State University
  • B.S., Consumer and Family Financial Services, The Ohio State University