Jack Kroeger
About Jack Kroeger
Jack Kroeger is a Financial Analyst at Carlson Capital, L.P., where he has worked since 2013, focusing on portfolio construction, risk management, and insurance analysis. He holds a B.S. in Applied Economics & Management from Cornell University and has significant experience in financial modeling and transactional due diligence.
Work at Carlson Capital
Jack Kroeger has been employed at Carlson Capital, L.P. since 2013, currently holding the position of Financial Analyst. His role involves portfolio construction and risk management, where he identifies target and risk levels for investment positions. He has been instrumental in advancing strategy and research efforts for banks within the firm. Additionally, he leads the insurance analysis efforts, focusing on generating investment ideas and conducting fundamental research. His tenure at Carlson Capital includes experience in both Greenwich, CT, and London, UK, where he has worked since 2016.
Education and Expertise
Jack Kroeger earned a Bachelor of Science degree in Applied Economics & Management from Cornell University, where he studied from 2005 to 2009. His educational background provides a strong foundation for his work in finance. He also attended Crescent School for one year from 2004 to 2005. His expertise includes developing comprehensive financial models to support investment strategies, particularly in banks and asset managers, as well as conducting transactional due diligence for IPOs and recapitalizations.
Background
Before his current role, Jack Kroeger worked as an Associate at Carlson Capital, L.P. from 2009 to 2013. During this time, he gained valuable experience in the financial sector, which contributed to his current responsibilities. His career has been characterized by a focus on financial analysis and investment strategy, particularly in the banking and insurance sectors.
Achievements
Jack Kroeger has made significant contributions to Carlson Capital, particularly in the areas of portfolio construction, risk management, and insurance analysis. His work in developing financial models and conducting due diligence has supported various investment strategies. He plays a key role in advancing the firm's strategy and research efforts for banks, showcasing his expertise in the financial analysis domain.