Dedicated, Passionate, Analytical
Jake joined GM Advisory Group in 2019 as a Research Analyst on the Investment Team. His responsibilities include analyzing new managers and direct investment opportunities in Private Equity, Real Estate, and Private Credit, as well as performing ongoing due diligence of clients’ existing private investments.
Prior to joining GMAG, Jake studied economics at the University of Wisconsin-Madison where he focused on the intersection of macroeconomics and financial markets. While a senior at Wisconsin, Jake competed in the 2018 Federal Reserve Challenge where he and his teammates received an Honorable Mention as national finalists and met with
Federal Reserve Chair Jerome Powell. Jake passed the CFA Level I exam in December 2018 and is currently a CFA Level II candidate.
Outside of work, Jake enjoys going to concerts, discovering new foods, and traveling with friends.