Jake researches financial markets and runs analyses for client holdings. He performs in-depth research on the proprietary Quality Growth Stock portfolio including preparing company reports on stocks, developing and updating watch lists, and participating in conference calls. He conducts analysis and due-diligence on mutual funds and private investment funds.
In addition to his research and due diligence responsibilities, Jake is also the firm's Cultural Ambassador leading the Conscious Leadership efforts for Bridgewater Wealth.
Jake holds a B.S. in Mathematics and Economics from American University. Pre-Bridgewater, Jake interned at the Department of Homeland Security, Office of the Chief Financial Advisor; and Hall Capital Partners.
His greatest interest is uncovering unique insights, and utilizing them to earn returns for clients. In June 2016, Jake completed the CFA Level 3 exam.
Jake is most relaxed at the beach and his first job was as a lifeguard at a swimming pool.