Jake joined RVK in 2013 and serves as a Consultant in our Portland office. In his role as a Consultant, Jake provides investment consulting advice to a diverse client base including public and corporate pensions, endowments/foundations, Taft-Hartley plans, insurance portfolios, corporate reserves, and defined contribution plans. Jake works with clients in developing portfolio asset allocation and investment policies, investment menu design, manager structure analyses, investment manager evaluation, and client education presentations.
Jake graduated from Oregon State University with a BS degree in Finance and Marketing.