Jake is responsible for assisting the investment team in researching securities and participating on the investment committee. Additional responsibilities include assisting in the management of equity portfolios through comprehensive research reports and stock recommendations, developing and maintaining qualitative and quantitative research processes, providing weekly commentary and portfolio reviews to the investment committee, and contributing to key thought leadership marketing materials such as whitepapers, thematic investing articles, and webinars.
Jake is a graduate of the University of South Florida and holds a degree in finance. Prior to joining FourThought, Jake was employed as an insurance agent working in sales. Jake holds several insurance licenses and is Bloomberg Marketing Concepts (BMC) certified.
In his free time, which is currently limited while he studies for the CFA Level 2 exam, he enjoys spending time with his wife and their two Golden doodles, cooking out on the grill, and exercising at the gym or basketball court. He also enjoys volunteering at Bayside Community Church in Sarasota, FL.