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About
Jack Yamin, CFA, is an Equity Research Associate at Overbrook Management Corporation in New York, where he joined the investment team in 2024. In this role, he supports the Chief Investment Officer in the analysis of publicly traded companies and the generation of investment ideas, focusing primarily on equities across diverse sectors.
Previously, Jack gained experience at Morgan Stanley, where he was an Associate on the Equity Model Portfolio Solutions team following his completion of Morgan Stanley’s Rotational Analyst Program as an Analyst. His professional background emphasizes quantitative and qualitative research, portfolio construction, and strategic analysis of equity securities.
Jack holds a Bachelor of Arts in Economics with a minor in Finance from Tufts University and is a CFA charterholder. His expertise areas include equity research, financial modeling, and investment strategy, with a demonstrated ability to analyze large-cap and mid-cap equity opportunities for institutional portfolios.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Overbrook Management Corporation | Equity Research Associate | Jun 2024 to Present | Overbrook Core Equity Fund |
| Morgan Stanley | Associate | Sep 2022 to Nov 2023 | Equity Model Portfolio Solutions Global Investment Office The Equity Model Portfolio Solutions team is focused on equity research. The team provides tactical investment ideas and implementation in the... |
| Morgan Stanley | Analyst | Aug 2020 to Aug 2022 | Full-time Wealth Management Rotational Analyst Program |
| Morgan Stanley | Intern | Jun 2019 to Aug 2019 | Private Wealth Management |
| HealNow | Intern | Jun 2018 to Sep 2018 | — |
| Loeb.nyc | Intern | Jun 2018 to Sep 2018 | — |
Education
Tufts University
Bachelor of Arts - BA, Economics
2016 — 2020
UNSW
2019 — 2019
