Jake conducts the underlying research and helps manage the information used by the Investment Committee in establishing the firm’s asset allocation models and underlying security selections. He also works closely with our Senior Investment Analyst and Wealth Advisors to provide research used in managing individual client portfolios.

After interning with Klingman & Associates, Jake joined the team full time in 2024.  Jake received his bachelor’s degree from Union College, where he studied Economics.  Outside of the office, Jake enjoys golfing, following New York sports, and going to the beach.