Jake brings a background in financial operations and customer service to his role as Director of Operations at CG Capital. Prior to joining the firm, Jake spent five years working in financial operations at Commonwealth Financial Network, specializing in transfer of assets and helping offices navigate complex account-related processes. Before entering the financial industry, Jake spent several years in restaurants, where he developed a strong foundation in customer service and building relationships with people from all walks of life.
In his role at CG Capital, Jake focuses on organization, attention to detail, and providing exceptional client service. He strives to create a comfortable and welcoming experience for clients while ensuring that the advisors have the support they need to focus their time and energy on serving their clients. He believes that strong operations should work seamlessly behind the scenes, allowing both clients and advisors to feel confident that the details are being taken care of.
Jake graduated from University of Massachusetts Amherst’s Isenberg School of Management with a Bachelor of Science in Sport Management and a minor in Managerial Resource Economics.
Outside of work Jake values spending time with family and his close-knit group of friends. He enjoys reading, writing, photography, and staying active. A lifelong sports fan, he regularly exercises, enjoys pickup sports, and loves spending time outdoors exploring new places and nature.
Fun Fact about Jake: He collects various forms of physical media and has built a personal
movie collection of more than 600 films.
Hometown: Mendon, MA
Ideal Dinner Guest: Werner Herzog
Qualities I Admire in People: Honesty, humility, effort, positivity, and genuine care for others.
Words to live by: “Laugh and the world laughs with you, weep and you weep alone.”