Jake comes to Baird bringing years of experience in the Financial Services Industry. His areas of expertise include wealth management, investments, and client relationship building. Jake excels in always doing what is best for the client in a holistic manner to ensure that they are in the best position to reach their financial goals. Before joining Baird, Jake was a Senior Client Associate at Rockefeller Capital Management.
Born and raised in Fort Mitchell, Jake is very active in the community through coaching football at Beechwood High School.
Education
Georgetown College, Bachelors Degree – Finance