While at Canisius College, he served as an analyst on the school’s investment fund, was Vice President of the Economics & Finance Club, and graduated summa cum laude. Prior to joining True Wealth, Jake worked as an investment analyst at another large Miami-based multi-family office.
In his free time, Jake enjoys traveling, fishing, playing intramural sports, reading, and rooting for his favorite sports teams. Jake is a huge Buffalo Bills and New York Yankees fan. Also, friends and family play an important role in Jake’s life as he loves to spend time at his family’s cabin when back in New York.