Jake is a Principal in the Chicago office. He is a member of the Executive Financial Counseling team, responsible for providing financial planning, investment management, estate planning, and tax services.
Prior to joining Cerity Partners, Jake worked as a Relationship Manager at Beacon Trust, where he provided comprehensive financial planning services for high-net-worth individuals. Jake began his career in wealth management as an Associate for Baird.
Jake earned his Bachelor of Arts degree, with a major in Business Administration and a minor in Economics, from Illinois Wesleyan University. He is a Certified Financial Planner (CFP®) and a Chartered Financial Analyst (CFA®) charterholder.
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