Achiever – Discipline – Responsibility – Harmony – Consistency
Jake is a member of the Investment Team where he applies his passion and curiosity of investments primarily to research and analysis. He is also responsible for supporting investment operations initiatives and serves as the first point of contact with outside investment firms.
Jake appreciates every value The Joseph Group stands for, but his favorite is excellence. A person of excellence delivers high-quality work, is continuously learning and improving, and has a strong work ethic. Jake strives for excellence in everything that he does.
Jake received a BS in Finance from Cedarville University. Prior to joining The Joseph Group, he worked at Allegion in Carmel, Indiana as a Corporate FP&A Intern.
Jake lives in Columbus but grew up in South Jersey. Because of this, he is an avid Philadelphia sports fan. He enjoys being active, cooking, and reading theology.