Jake oversees and manages business activity for the firm’s Quantitative Investment Group and works closely with the Systematic Portfolio Management Team to assess positioning, performance, and risk exposures. He also helps develop new products and client solutions, and meets with clients, prospects, and consultants to convey the firm’s positioning, philosophy, and performance.

Prior to joining the firm in 2016, Jake completed a yearlong MBA co-op rotation within the firm’s Multi-Asset Product Management Group. Before that, he was a senior client services representative for Fidelity Charitable.

Jake holds a BA in history from the University of Vermont and an MBA, with a concentration in finance, from Northeastern University. He also holds the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations and is a member of the CFA Society Boston.