Director – Portfolio Reporting & Analytics.

Work Life

Jake serves as the Director of Portfolio Reporting and Analytics. He focuses on portfolio performance and capital market analytics and has been an active investor since his early teens.

Prior to Cruden Bay Investment Management, Jake was a Client Manager at Cornerstone Advisors, a large full-service Family Office. He also worked at One Wealth Partners, where he specialized in providing estate analysis and financial solutions to high-net worth clients.

Experience and Know How

Jake graduated with a B.A. in Finance from the University of Washington and holds an Accident, Health and Life Insurance license.  Jake is CFP charterholder.

Away From the Office

Jake loves traveling the world, capturing moments and experiences through his camera lense. He enjoys staying active through hiking, golfing and surfing. Jake is also a participant in the Susan G. Komen Race For The Cure, an education and fundraising event for breast cancer.