Jake is a Certified Financial Planner and holds the Chartered Financial Analyst ® designation. He is a financial advisor based out of Kings Point’s Great Neck, NY location where he specializes in asset allocation and ETF due diligence. He is also an active participant on the firm’s Investment Committee.
Prior to joining Kings Point Capital Management, Jake served as Vice President and Private Client Advisor at Fidelity Investments. He provided financial counseling to more than 300 families with assets in excess of $2 billion. His focus was investment management, manager due diligence, retirement planning, tax strategy, charitable strategy, and legacy planning.
Jake holds a BA degree in Finance from Emory University. He serves as Director on the Board of Buck Hill Falls Community Service Board. This Board is designed to support the health and welfare of a county/township in Pennsylvania.