Jake joined Old Port Advisors in 2019 as a Portfolio Manager Associate. His areas of responsibility at the firm include assisting Portfolio Managers with investment analysis and financial plan development, as well as relationship management with individuals and families.
Jake comes from a diverse background within the financial services industry having worked in tax planning, insurance, and investment management. He has earned a Bachelor of Science from the University of Maine at Machias and is a CERTIFIED FINANCIAL PLANNER™ professional.
In his free time Jake likes to stay active by running, playing golf, and hiking. He is also an active member of the Saco Bay Rotary Club.