Jake supports the firm’s consulting efforts by authoring fund performance reviews, creating and assembling client reports and managing relationships with custodians and portfolio managers. Prior to joining the firm in 2017, Jake was an Associate Hedge Fund Accountant at The Northern Trust Corporation. Jake graduated from Olivet Nazarene University with a BS in Accounting and is a CFA Charterholder. Jake is also a member of the CFA Society of Chicago and CFA Institute. In his free time, he enjoys fitness, golf and following sports.
