Jake joined the team through the acquisition of ACG Wealth Management, where he served as a wealth management associate.
As a senior advisor associate, he gathers financial information for analysis, completes investment research, and coordinates the management of client portfolios. He enjoys discovering new perspectives on investment strategies that can be implemented to better assist clients in reaching their goals and is passionate about working through the challenge of a complex scenario to find the right solution for each client.
A graduate of Niagara University, Jake holds a bachelor’s degree in communications.
Outside of work, he enjoys spending time with his wife and daughter, going for hikes with their dog, and trying out new restaurants and local breweries. In the fall, you can also find him in a deer stand equipped with bow and arrow or cheering on the Buffalo Bills or Sabres.
“I’ve always believed in not limiting my challenges but challenging my limits. Challenges make life interesting – and overcoming them makes life meaningful. It motivates my way of thinking and empowers me to give the best to my clients and teammates.”
Previous Experience
- Wealth Management Associate at ACG Wealth Management
- Retirement Plan Consultant at AIG Retirement Services
- Retirement Account Representative at Paychex Retirement Services
Education & Credentials
- BA, Niagara University, Communications
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
