Jack is Principal and co-founder of Court Place Advisor, leading the firm's overall business strategy. As Senior Investment Officer since the firm's inception in 1998, he utilizes his 30+ years experience to manage client portfolio needs with a focus on their individual goals. Jack also serves as the firm's Chief Compliance Officer and holds a BS degree in Finance from the University of Maryland, College Park and a Master’s in Business Administration from Loyola College, Baltimore, MD.
Our Advisory Partners
Bill joined the firm as an Investment Advisor Representative in 2008 with 30+ of experience in estate, tax, and financial planning. He leads the firm's tax planning and preparation practice and holds a BA degree in Accounting from Loyola College and a Juris Doctor degree from the University Of Baltimore School Of Law.
James joined the firm as an Investment Advisor Representative in 2019 and is a Certified Financial Planner. He leads the firm's Financial Planning Practice, assisting clients in identifying their needs and goals, and building the appropriate strategy for their long-term success. James brings a decade of experience as an investment advisor servicing a wide range of clients, and holds a BS degree in Business Administration, with a concentration on Finance/International Business from Towson University.
Joe joined the firm in 2021 as an Investment Advisor Representative and brings a decade of sales and financial services experience across the Mid-Atlantic region. A sports enthusiast, former small business owner, and long-time volunteer and board member, Joe holds a BS degree from the University of Connecticut and a Masters degree from Frostburg State University.
Bob was co-founder of Court Place Advisor with Jack Santry in 1998. He recently transitioned to an advisory role, utilizing his more than thirty five years experience creating successful individualized financial, estate, and income tax strategies. Bob holds a BA degree from the University of Maryland, Baltimore County.
Our Support Staff
Pete joined the firm in 2014 as an Investment Support Representative, supporting the firm's Investment Advisor Representatives and their clients. A avid golfer, he holds a BA degree from the University of Maryland, Baltimore County.
Jacqui joined the firm in 2018 and is a Client Service Manager and Compliance Analyst. She has over 25 years experience in the financial services industry, specializing in government relations and compliance. Jacqui attended Georgian Court College and Ocean County College.
Shannon joined the firm in 2021 as a Client Service Manager and Operations Manager. She brings a decade of customer service experience in the publishing and financial services industries, and has a background in mixed media content, social media websites. A published author, Shannon holds a BA degree from Stockton University.