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Jack Bellamy CFA, CFP®

Jack Bellamy CFA, CFP®

Director of Investment Management

Jack Bellamy, CFA, CFP® has served as Director of Investment Management at Ginsburg Financial Advisors, Inc. since 2015. Prior to joining Ginsburg Financial Advisors, Jack worked for a variety of investment advisory firms in the Bay Area where his responsibilities included investment analysis and selection and co-management of multi-asset class investment portfolios for high net worth individuals and non-profit organizations. Jack also spent 12 years working in institutional investment management, as a Partner at Avicenna Capital Management, a global equity fund focused on emerging markets and emerging therapeutics, and before that, as a Vice President at Steeple Capital, a healthcare-focused fund, where he was responsible for global pharmaceutical investments. Jack began his investment career at RCM, an investment management division of Allianz Global Investors based in San Francisco. While at RCM, Jack provided equity investment recommendations to small, mid, large, and international fund managers and helped manage the PIMCO RCM Global Healthcare Fund and other institutional investment manadates.

Before working in the investment management industry, Jack was a Financial Analyst at Lockheed Martin Corporation. Jack is a Charted Financial Analyst and CFP® Certificant and a member of the CFA Society of San Francisco and the Financial Planning Association (FPA) of the East Bay. He graduated from California Polytechnic State University, San Luis Obispo, with a B.S. in Business Administration with an emphasis in Financial Management and a Minor in Economics. Jack was also a 4-year scholarship athlete in track and field.

Jack enjoys spending time with his wife and three children, especially when going to the beach, coaching baseball, and watching his daughter’s dance recitals.