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
Education
Wake Forest University
B.A. Economics, '27 · Minors: Entrepreneurship, Psychology
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 Chief Operating Officer of the Wake Investment Fund, I lead the Healthcare and Biotechnology industry group, build DCF models, and design onboarding programs for incoming analysts across the 20-person team — covering accounting, financial modeling, equities, portfolio management, and fixed income.
I spent two summers as a Private Wealth Management Summer Analyst at William Blair & Company — the 2025 season with the Heartland Wealth Group, and 2026 across both the Heartland and Rumley Wealth Groups. My work included portfolio performance reporting in FactSet and the implementation of self-built AI agents that streamlined internal workflows and accelerated the delivery of marketing-approved client materials. In the firm-wide Portfolio Challenge, I led a 9-person team to a Top 3 finish with a $50MM mock client.
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.
I spent two summers as a Private Wealth Management Summer Analyst at William Blair & Company — the 2025 season with the Heartland Wealth Group, and 2026 across both the Heartland and Rumley Wealth Groups. My work included portfolio performance reporting in FactSet and the implementation of self-built AI agents that streamlined internal workflows and accelerated the delivery of marketing-approved client materials. In the firm-wide Portfolio Challenge, I led a 9-person team to a Top 3 finish with a $50MM mock client.
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 · Minor: Entrepreneurship
GPA
3.65 / 4.0
Dean's List, all semesters
Currently
Senior Analyst, Wake Investment Fund
Incoming COO · Sept 2026
Prior
William Blair & Co.
PWM Summer Analyst · 2025, 2026 · Heartland & Rumley
Email
02 / Ventures
02
Where I'm doing the work — and what I'm building.
Summer 2025 & Summer 2026
Two Summers at William Blair
William Blair & Company
Private Wealth Management Summer Analyst · Heartland & Rumley Wealth Groups
Two summers with the firm's Private Wealth Management division — 2025 with the Heartland Wealth Group, and 2026 across both the Heartland and Rumley Wealth Groups.
→
Developed portfolio performance reporting in FactSet that streamlined the presentation of the team's core investment strategies for client-facing materials
→
Supported implementation of self-built AI agents that streamlined internal workflows and accelerated the delivery of marketing-approved client communications
→
Led a 9-person team in William Blair's firm-wide Portfolio Challenge — placed Top 3 with a $50MM mock-client portfolio
Chicago, IL
Top 3 · Portfolio Challenge
Oct 2023 — Present
Chief Operating Officer
Wake Investment Fund
Chief Operating Officer · formerly Senior Analyst
Selected as 1 of 20 students to manage Wake Forest's flagship student-run investment fund — $330K+ AUM across public equities and fixed income.
→
Lead the Healthcare and Biotech industry group; pitches resulted in two successful long positions added to the portfolio
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Build DCF models, comparable company analyses, and technical analyses across public equities
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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.