Investment professional since 2013
Jake joined the firm in 2018 as a private client advisor. Prior to joining Fairview, Jake was a Vice President at the J.P. Morgan Private Bank based in San Francisco, advising families on complex issues related to investments, credit & lending, philanthropy, and estate planning. Prior to his career in financial services, Jake built a successful consulting business focused on advising families on the undergraduate college admissions process. Jake received both his undergraduate degree and MBA from Yale University.