Investment Management Team
With over a century of experience, our dedicated team guides you with genuine care and unwavering honesty, creating personalized financial journeys that prioritize your peace of mind and trust.
As Research Team Lead, Jake provides market updates, conducts fund-level due diligence, and develops tools for wealth management.
Jake serves as the Research Team Lead for Midland Wealth Management and Midland Trust Company. In this role, he provides economic and market updates to clients, prospects, and employees. Jake also conducts fund-level due diligence and assists in developing tools and solutions for a wide range of wealth and bank clients.
Before joining the Research Team, Jake was a Portfolio Manager, supporting clients with strategic allocation, investment guidance, and daily trading.
Our team of dedicated professionals are here to support you.
.jpg?sfvrsn=3df2d46f_1)
