Jake leads the investment management process for the firm’s corporate retirement plan clients. In this role, he oversees the monitoring and due diligence of client investments and also delivers the firm’s economic and capital markets viewpoints to plan committees. He is also responsible for the implementation and execution of the firm’s fiduciary governance program for its corporate retirement plan clients.
Jake began his career advising high-net worth individuals and families, which allows him to bring a planning-centric approach to his involvement with participant education.
Areas of Expertise
Education and Professional Accreditations