Jake joined the group in 2025. Most recently, he was a Senior Associate at Arbor Investments. Before Arbor, he was an Investment Banking Associate at William Blair in the Consumer & Retail group.
Jake graduated from Miami University with a B.S. in Finance and Accounting.
When he’s not in the office, Jake is an avid foodie who loves experimenting in the kitchen and discovering new restaurants. He’s also passionate about running and golfing, which help him unwind—especially on those challenging days when his loyalty to Cleveland sports is put to the test!