BACKGROUND

He moved to Northeast Ohio in 2021 when he joined the firm, relocating from Southwest PA. Jake is a graduate of Saint Vincent College located in Latrobe, PA, earning a degree in finance with a concentration in Investment Management. Saint Vincent College is also the home of the Pittsburgh Steelers training camp – please don’t hold that against him. Jake is very involved with the Financial Planning Assocation. He currently sits on the Board of Directors for the Northeast Ohio chapter as the NexGen Director and is involved on the national NexGen board on the Local Leader Committee.

FAMILY

Jake lives in Streetsboro, Ohio. Most of Jake’s family currently lives in Western Pennsylvania, however he also has family in Illinois and South Carolina.

WHAT ARE YOU PASSIONATE ABOUT?

Jake likes sports, working out, movies, and poker. He is a big fan of the Pittsburgh Pirates despite never seeing them win a playoff series. But, next year is the year. There Will Be Blood is the best movie he has ever seen.

WHERE CAN WE FIND YOU WHEN NOT IN THE OFFICE?

When not in the office you can usually find Jake at the gym, at PNC Park, or trying to find a place to watch the upcoming weekends UFC Event.