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Mr. Kagan joined Shoreline Partners in 2019 while attending San Diego State University. After graduating in 2020 with a degree in business administration and finance, Jack was made a full-time Associate. Today he focuses on sell-side engagements, leading the firm’s financial modeling and providing assistance with prospect research and drafting confidential memorandums. While in college, Jack took part in the CFA Institute Research Challenge, for which his team placed first in the San Diego Regional Qualifier. He also volunteered in several on-campus organizations, helping to secure necessary funding for program operations. Before joining Shoreline Partners, Jack held various internships and jobs in the corporate finance, sales, and service industries. He currently lives in Carlsbad, where he likes to run, surf, and spend time with friends.

Jack Kagan