Jack Liberatore

Jack Liberatore

Wealth Advisor

Certifications:

CFP®

Education:

B.A. Humanities, Villanova University

Joined Us In:

2016

I look forward to building valuable long-term relationships with our clients…

My Story

I grew up in Drexel Hill, PA, and my Delaware County roots run strong. After graduating from Monsignor Bonner High School, I attended Villanova University, where I graduated with a degree in Humanities. It was my Augustinian education and degree in Humanities that laid the foundation to think critically and ask the questions that matter most, connecting my studies to my relationships, my community, my current work, and beyond.

After college, I began my career with Concentus Wealth Advisors as a Junior Associate and Analyst. In 2022, I obtained my Certified Financial Planner™ (CFP®) certification and was subsequently promoted to Wealth Advisor, serving as a Lead Advisor and Relationship Manager to several clients while also providing key support to Managing Director, Thomas Greco.

During my time at Concentus, I have developed and grown many relationships with our wonderful clients. I take great pride in the work that I do and welcome the opportunity to assist Concentus’ clients in achieving investing success. I am dedicated to fostering enduring and meaningful relationships while upholding Concentus’ fundamental values of Contribution, Fun, Family, Optimism, and Integrity. 

I married my wife, Katie, in 2020 and moved to Newtown Square, where we currently reside with our daughter and mini Goldendoodle.

My Certifications/Licenses

  • Certified Financial Planner(CFP®)