Jack York | Senior Investment Advisor
Jack York has been steadily helping clients navigate their financial lives for more than 40 years. In that time, he's seen bull and bear markets, recessions, recoveries, and more than a few predictions about why "this time is different." If there's one lesson he's learned over the years, it's that markets change, human behavior doesn't, and history has a way of repeating itself.
A Colorado native, Jack grew up in Canon City and developed an interest in investing at a young age thanks to his grandfather, who was always studying stocks and reading the Wall Street Journal. At age 15, Jack opened his first brokerage account and purchased shares of Coors during its landmark IPO. That interest eventually turned into a career that began at Merrill Lynch in 1982. More than four decades later, financial advice remains the only profession he's ever known.
Today, Jack works directly with clients, helping them align their investments with their long-term goals while also overseeing much of the practice’s fixed income portfolio management. He's known for keeping things simple, listening more than he talks, and helping clients understand complex financial topics without unnecessary jargon.
Clients often tell Jack they appreciate his ability to explain things in a way that makes sense. He believes good client experience starts with listening carefully, understanding what matters most, and providing straightforward advice people can use.
Jack was drawn to Harvey Investment Management because of its commitment to independence and putting clients first. He shares Brad's belief that advice should always be guided by what's best for the client, not the interests of a large financial institution.
Outside of work, Jack enjoys spending time outdoors with his wife, Ellen, whom he has been married to for more than 40 years. The couple has always shared their home with dogs, and Jack is especially well known for his English Setters and his passion for upland bird hunting.
After more than four decades in the financial business, Jack still enjoys helping people make sense of their financial lives. His approach hasn't changed much over the years: listen carefully, keep things simple, and help clients stay focused on what matters most.
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