2023 — Present
/ JC
Jack Ciunci · Winston-Salem, NC· 2026
William Blair & Company
✦
Wake Investment Fund
✦
Private Wealth Management
✦
SIE · Bloomberg BMC
✦
NCAA D1 National Champions
✦
Alpha Kappa Psi
✦
Wake Forest '27
William Blair & Company
✦
Wake Investment Fund
✦
Private Wealth Management
✦
SIE · Bloomberg BMC
✦
NCAA D1 National Champions
✦
Alpha Kappa Psi
✦
Wake Forest '27
William Blair & Company
✦
Wake Investment Fund
✦
Private Wealth Management
✦
SIE · Bloomberg BMC
✦
NCAA D1 National Champions
✦
Alpha Kappa Psi
✦
Wake Forest '27
William Blair & Company
✦
Wake Investment Fund
✦
Private Wealth Management
✦
SIE · Bloomberg BMC
✦
NCAA D1 National Champions
✦
Alpha Kappa Psi
✦
Wake Forest '27
01 / About
01
An analyst, an athlete, and a student of the markets.
My work sits at the intersection of investment analysis and disciplined execution. As Senior Analyst on the Wake Investment Fund, I lead the Healthcare and Biotech industry group, building DCF models and pitching investment theses that have resulted in two successful long positions added to the portfolio. I step into the Chief Operating Officer role for senior year — overseeing fund operations, recruiting, and analyst training across the 20-person team.
At William Blair & Company, I supported the Heartland Wealth Management Group through Summer 2025, preparing portfolio reviews and investment proposals for high-net-worth clients. The firm invited me back for Summer 2026 — one of four returning interns from a class of thirty.
Before Wake Forest, I was a two-time Rhode Island state tennis champion. At Wake, I'm a former member of the 2025 NCAA D1 National Championship team. The same focus that wins on a tennis court is what wins in a long position.
At William Blair & Company, I supported the Heartland Wealth Management Group through Summer 2025, preparing portfolio reviews and investment proposals for high-net-worth clients. The firm invited me back for Summer 2026 — one of four returning interns from a class of thirty.
Before Wake Forest, I was a two-time Rhode Island state tennis champion. At Wake, I'm a former member of the 2025 NCAA D1 National Championship team. The same focus that wins on a tennis court is what wins in a long position.
Location
Winston-Salem, NC
Education
Wake Forest University
B.A. Economics, '27 · Minors: Entrepreneurship, Psychology
GPA
3.7 / 4.0
Dean's List, all semesters
Currently
Senior Analyst, Wake Investment Fund
Incoming COO · Sept 2026
Returning
William Blair & Co.
Private Wealth Management · Summer 2026
Email
02 / Ventures
02
Where I'm doing the work — and what I'm building.
2026 — Present
Top 13% Return Rate
William Blair & Company
Private Wealth Management Intern · Heartland Wealth Group
Selected as 1 of 4 returning interns from a class of 30 (~13% return rate) — invited back for Summer 2026, rotating to a new team within Private Wealth Management.
→
Prepared customized portfolio reviews, performance reports, and investment proposals for high-net-worth clients
→
Conducted financial analysis and investment research using FactSet, Wealthscape, and Value Line
→
Led a 9-person team in William Blair's firm-wide Portfolio Challenge — placed Top 3 with a $50MM mock-client portfolio
→
Introduced LinkedIn Sales Navigator as a prospecting tool, building workflows that contributed to AUM growth
Chicago, IL
Top 3 · Portfolio Challenge
2021 — Present
Incoming COO
Wake Investment Fund
Senior Analyst → Chief Operating Officer (Sept 2026)
Selected as 1 of 20 students to manage Wake Forest's flagship student-run investment fund, currently managing $330K+ AUM (up ~10% during tenure).
→
Lead the Healthcare and Biotech industry group; pitches resulted in two successful long positions added to the portfolio
→
Build DCF models, comparable company analyses, and technical analyses across public equities
→
Analyze fixed-income securities including yield curve dynamics, credit quality, and bond valuation
→
Designed onboarding curriculum covering accounting, modeling, equity research, and fixed income for incoming analysts
Winston-Salem, NC
$330K+ AUM
03 / Leadership & Roles
03
The roles that shaped how I work.
Alpha Kappa Psi · Active Brother
Wake Forest's largest professional business fraternity
Selected as 1 of 30 students from 250+ applicants (12% acceptance rate). Built a professional network with brothers and alumni across investment banking, private equity, asset management, and wealth management. Engaged in service initiatives including Project Pumpkin and Hit The Bricks, supporting Brian Piccolo Cancer Research.
Summer 2024
Skayle 360
Business Development Intern · Boston, MA
Generated 35+ qualified sales leads through targeted LinkedIn outreach to C-suite executives at mid-market firms. Designed a multi-channel prospecting strategy that contributed to a 25% increase in the sales pipeline. Analyzed customer-acquisition metrics to iterate on outreach cadence — improving response rates by 15%.
Summer 2023
Meadowood Napa Valley
Assistant Tennis Professional · St. Helena, CA
Delivered high-touch service to 150+ ultra-high-net-worth members at a Forbes Five-Star luxury resort, gaining direct exposure to relationship management with HNW clientele across business, finance, and entrepreneurship.
2021 — 2023
Rally4Racquets · Co-Founder
501(c)(3) Nonprofit · Providence, RI
Co-founded Rally4Racquets in its earliest stage — building the brand identity and operational foundation that has since enabled distribution of $250,000+ in tennis equipment to underserved youth across New England. Led on-the-ground efforts collecting and refurbishing 700+ racquets in the founding period; established initial partnerships with 8 tennis organizations.
04 / Credentials
04
Industry certifications and academic distinctions.
FINRA / SIFMA · Industry Exam
Securities Industry Essentials (SIE)
Passed January 15, 2026 · Foundational FINRA exam for securities
professionals
Bloomberg
Bloomberg Market Concepts (BMC)
Economics, currencies, fixed income, and equities
Yale University · Coursera
Financial Markets
Risk, behavioral finance, and capital allocation · Prof. Robert Shiller
Wharton · Coursera
Fundamentals of Quantitative Modeling
Linear, multiple regression, and probabilistic models for business
Duke University · Coursera
Behavioral Finance
Investor psychology and decision-making under uncertainty
Coursera
Investment Risk Management
Portfolio risk measurement, hedging, and risk-adjusted return
05 / Toolkit
05
The platforms and methods I work in every week.
Platforms
Bloomberg Terminal
FactSet
Wealthscape
Value Line
LinkedIn Sales Navigator
Methods
DCF Modeling
Comparable Company Analysis
Financial Statement Analysis
Fixed-Income Valuation
Portfolio Optimization
Excel
Financial Modeling
Pivot Tables
VLOOKUP / INDEX-MATCH
Sensitivity Analysis
Bond Valuation
06 / Athletics
06
Discipline that translates off the court.
2025
NCAA D1 National Champions
Former member, Wake Forest Men's Tennis · Indoor
National Championship Team
2×
Rhode Island State Champion
Two-time individual tennis state champion · pre-
college
D1
Wake Forest Tennis Alum
Division I roster · transitioned focus to wealth
management career path
07 / Get in touch
Let's connect.
Recruiting at a wealth management or investment firm? Building something at the intersection of finance and operations? Or just want to talk markets? I'd be glad to hear from you.