Jake researches financial markets and runs analyses for client holdings. He performs in-depth research on the proprietary Quality Growth Stock portfolio including preparing company reports on stocks, developing and updating watch lists, and participating in conference calls. He conducts analysis and due-diligence on mutual funds and private investment funds.
Jake holds a B.S. in Mathematics and Economics from American University. Pre-Bridgewater, Jake interned at the Department of Homeland Security, Office of the Chief Financial Advisor; and Hall Capital Partners.
Jake's greatest interest is in the analysis and synthesis of macro financial data into actionable investment theses. In June 2016, Jake completed the CFA Level 3 exam.
Jake is most relaxed at the beach and his first job was as a lifeguard at a swimming pool.
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