Jake supports the alternative investment platform at 1900 Wealth Management, evaluating private market and non-traditional investment opportunities. He performs due diligence, assists with client reporting and communications, and collaborates with the investment team to ensure seamless execution across complex strategies.
Before joining 1900 Wealth Management, Jake gained experience in wealth management and commercial real estate, giving him a well-rounded understanding of both traditional and alternative investments. His analytical approach and attention to detail help clients navigate sophisticated financial structures with confidence.
Jake earned a Bachelor of Business Administration in Business Honors and Finance from Texas A&M University.
Experience & History
- Alternative Investment Analyst – 1900 Wealth Management
- Experience in Wealth Management and Commercial Real Estate
- Bachelor of Business Administration in Business Honors and Finance – Texas A&M University