Jake joined BBR in 2018 and is a Vice President of Trading. Jake’s responsibilities include monitoring trade-related cash movements between client accounts and external accounts for investments in various asset classes.

Prior to joining BBR, Jake worked at Oppenheimer & Co., as a Mutual Fund Operations Specialist, where he supported the mutual fund trading desk.

Jake graduated from University at Albany with a BA in Communications.

Outside of the office, Jake thoroughly enjoys playing Pickleball, the beach, and quality time with friends and family.