Jake joined Old Port Advisors in 2019 as a Portfolio Manager Associate. In his current role as Wealth Advisor, Jake works directly with individuals and employers. For personal finance clients, he has primary responsibility for their overall financial planning and portfolio management. In partnership with corporate clients, he designs, implements, and manages employer retirement accounts and provides plan participants guidance and education. Jake is a member of our Senior Management and our Investment Policy Committee.
Jake earned a Bachelor of Arts from the University of Maine at Machias and completed his CFP® Board education requirement through Bryan University. Jake is a CERTIFIED FINANCIAL PLANNER™ professional. Prior to Old Port Advisors, Jake served in a variety of roles at Horace Mann Investors and HD Vest bringing almost a decade of Financial Services experience.
Originally from Massachusetts, Jake now resides in Old Orchard Beach with his wife Isabel and their daughter. In his free time, he enjoys an active lifestyle participating in many road races throughout the state, playing golf, and hiking.