Jake joined Wingate Wealth Advisors in October of 2017 as our Portfolio Analyst and has recently accepted a new role as a Client Relationship Administrator (CRA). His CRA responsibilities include working closely with John to help clients with service requests, schedule meetings and coordinate client service needs with internal departments.
As our Portfolio Analyst, Jake is responsible for collaborating with the Portfolio Manager to conduct ongoing review of client investment portfolios. He assists the Portfolio Manager with trading and portfolio rebalancing as well as the analysis and design of portfolio models for our clients. Jake is a member of the Wingate Investment Committee.
Before coming to Wingate, Jake graduated from Bryant University with a B.S. in Business Administration with a concentration in finance and a minor in psychology. Following graduation, he worked at Fidelity Investments, acting as a financial representative for firm clients, placing directed trades, moving money, as well as managing operational functions. Jake is a Certified Financial PlannerTM candidate.
Jake is an avid sports fan with a particular enthusiasm for Boston-based teams. He loves the outdoors, enjoying hiking and swimming in the summer and skiing in the winter.