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Blake is a Senior Associate in the Boston Office. As a member of the Wealth Management practice he is responsible for having in-depth conversations with clients about their financial lives and risk tolerance in order to build tailored portfolios to help them achieve their long-term investment goals. He has extensive experience managing client portfolios ranging from emerging wealth to ultra-high net worth. He is versed in both public and private investment solutions, as well as values-based investing.

Prior to joining Cerity Partners, Blake was a Senior Investment Associate at Daintree Advisors, where he worked closely with Daintree’s Chief Investment Officer and Investment Committee on investment strategy, portfolio construction, manager diligence, performance reporting, and trade execution.

Blake began his career in 2015 as an Operations Associate at Daintree, where he processed client account service requests and coordinated the firm’s alternative investment, tax document, and online portal workflows. He transitioned over to Daintree’s Investment Team in 2016 as an Investment Associate.

Blake earned a BA in History from Amherst College. In his spare time, he enjoys playing and watching soccer, reading, and spending time outdoors whether it is golfing, fly fishing, or hiking.

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