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About
Jack Kulpa is Vice President at Anchor Capital Advisors LLC, based in Allentown, New Jersey, where he plays a key leadership role in the firm's investment advisory operations. His responsibilities include portfolio management, client relationship oversight, and contributing to the firm’s disciplined, value-oriented investment approach, which prioritizes capital preservation and wealth accumulation for a diverse clientele.
With experience at Anchor Capital Advisors since at least 2018, Jack has developed expertise across multiple sectors—including equities and fixed income—catering to individuals, families, institutions, retirement plans, and financial intermediaries. His work is supported by the firm’s longstanding history of serving the investment needs of clients with tailored strategies that focus on fundamental value.
Jack’s career background includes senior investment roles and substantial experience in building client relationships and implementing customized portfolio strategies. While detailed information on his educational credentials and specific achievements is not publicly available, his sustained tenure and vice presidency at a leading independent investment advisor highlight his leadership and commitment to the industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Anchor Capital Advisors LLC | Vice President | Nov 2016 to Present | — |
| Virtus Investment Partners | Senior Regional Director | Apr 2015 to Oct 2016 | — |
| American Century Investments | Vice President, Financial Advisor Consultant | Nov 2003 to Mar 2015 | — |
| BlackRock | Regional Vice President | Jan 1996 to Jan 2003 | — |
Education
Penn State
Bachelor Of Arts, Communication, Communications
1990 — 1994
University Of California - Berkeley
Others at Anchor Capital Advisors LLC (18)
| Name | Role | Location |
|---|---|---|
A Andrew Martin | Portfolio Manager, First Vice President | Boston, MA , United States |
D Dan Doucette | Vice President | Boston, MA , United States |
D David Watson | First Vice President | Boston, MA , United States |
E Erica Adler | Investment Associate | Medford, MA , United States |
| Portfolio Manager/Multi-Asset Class Solutions | Boston, MA , United States | |
M Michael Pierre | PM | Boston, MA , United States |
W William Hickey | Senior Vice President, PM and Analyst | Boston, MA , United States |
| Vice President - Private Client Advisor | Boston, MA , United States | |
| Equity Analyst | Boston, MA , United States | |
| Senior Vice President, Director Managed Accounts | New Berlin, WI , United States |
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|---|---|---|---|
| Senior Vice President of Investments | Congress Wealth Management LLC / de / | Columbia, MD , United States | |
| Manager of Investment Research | Congress Wealth Management LLC / de / | Richmond, VA , United States | |
| Portfolio Manager | Howland Capital Management LLC | Boston, MA , United States | |
| Portfolio Manager, Wealth Strategist | Howland Capital Management LLC | Boston, MA , United States |