Jack Wiesen

Mr. Jack W.
Wiesen is a Senior Investment Analyst at Icon Wealth Advisors LLC.
He specializes in portfolio modeling and monitoring, investment screening, and client communications.
He brings value to the firm’s clients by developing individualized asset allocations for high net worth clients based on capital requirements, risk tolerance, and investment horizons.
He assists in building and maintaining financial and valuation models in an effort to provide detailed recommendation analysis and presentation materials for clients.
Prior to joining Icon Wealth Partners, Mr. Wiesen was a Client Advisory Analyst at Avalon Advisors where he worked closely with the firm’s Client Advisory and Asset Management teams.
He graduated with a bachelor’s degree in Finance from Baylor University in 2019.