Jake grew up outside of Boston, leading what he describes as a life of “radical normalcy”. As Operating Partner at TRIA, Jake wears multiple hats. A specialist in M&A between independent, fee-only wealth managers, he also supports TRIA’s partner firms with a range of services, including due diligence, business intelligence and data analysis.
Prior to joining TRIA, Jake served as Chief Business Officer at Adviser Investments, a former partner firm of Fiduciary Network, where he built his relationship with the existing TRIA leadership team. Before entering the wealth management industry, Jake held positions in quantitative equity research and business analytics.
BA in Government and Legal Studies, Bowdoin College
MBA with concentration in Asset Management, Darden School of Business, University of Virginia
Father of two and lawn care enthusiast
