Jake joined BBR Partners in 2022 and is a Vice President of Portfolio & Wealth Advisory. Jake’s responsibilities include supporting Portfolio & Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management issues and coordinating with external advisors.

Prior to BBR, Jake worked in Wealth Management at Morgan Stanley where he supported senior partners in overseeing portfolio construction and financial planning strategies for clients. Jake began his career in sell-side equity research.

Jake graduated from Cornell University with a BS in Industrial & Labor Relations with a concentration in Economics. He is a CFA Charterholder.

Outside of work, Jake enjoys cooking, New York sports, and spending time at the beach with his friends and family.