Jack Meskunas

Executive Director - Investments, Oppenheimer & Co

Session: Strategic Decisions: Optimising Portfolios and Structures in the Captive Insurance Sector 

In his role as Executive Director – Investments at Oppenheimer, Jack Meskunas brings over 35 years of comprehensive experience in advising qualified institutional clients on a diverse range of investment strategies. His expertise extends across offshore banking, brokerage firms, insurance, captive insurance and reinsurance companies. Jack's recommendations cover hedge funds, fixed income instruments, managed equities, and structured products. Moreover, he provides executive services tailored to the needs of senior managers and high-net-worth individuals, ensuring personalized attention to their financial objectives.

A recognized authority in captive insurance asset management, Jack serves as the "Captive Insurance Asset Management Advisor" at Oppenheimer. He has earned distinction through his extensive involvement with captive insurance companies in both onshore and offshore jurisdictions. His contributions to the field have been highlighted in prestigious industry events such as the Bermuda and Cayman Captive Forums, World Captive Forum, and other industry conferences where he has shared his insights as a featured speaker. Additionally, Jack's expertise has been acknowledged by Captive Review magazine, Captive International, Captive Intelligence, and Captive Insurance Times where his publications have contributed to advancing discourse within the captive insurance community.  Jack has also completed the Associate in Captive Insurance (ACI®) certification.

Prior to joining Oppenheimer, Jack amassed a wealth of experience with renowned firms, including Lehman Brothers, Bear Stearns, Prudential/Wachovia, Dillon Read, and Paine Webber. His tenure at these institutions equipped him with a nuanced understanding of global financial markets and regulatory landscapes, enabling him to effectively navigate the complexities of investment management across various jurisdictions.

Jack graduated from Cornell University with a double major in Chemistry and Economics, and obtained a Master’s of Business Administration (MBA) with honors from Boston University’s Graduate School of Management, specializing in marketing and strategic planning. Jack's commitment to professional development is underscored by his attainment of FINRA Series 3, 4, 7, 8, 9, 24, 63 and 65 licenses, reflecting his dedication to upholding the highest standards of integrity and compliance in the financial services industry.

Beyond his professional pursuits, Jack has contributed to the body of knowledge within the investment realm through his published articles, particularly addressing issues and opportunities for insurance company portfolios.  Through his multifaceted expertise and unwavering commitment to excellence, Jack continues to drive impactful outcomes for clients and advance the frontier of investment management.