Senior Financial Analyst
Jake became a member of Condor in December of 2016 after spending time in advisor-supportive roles at a financial services firm in his home state of Pennsylvania. Prior to Condor, Jake earned a Bachelor of Science degree in Finance from Susquehanna University, where he thoroughly enjoyed competing on the swimming team (no breaststroke!), as well as the numerous culturally enriching experiences during his study abroad program in London, England.
As a Senior Financial Analyst at Condor, Jake is involved in a variety of activities, such as helping clients navigate various financial planning matters and performing research on the current and prospective holdings for Condor’s investment strategies. Jake is particularly interested in searching for attractive companies to invest in within the information technology and communication services sectors so that Condor’s clients can participate in the growth opportunities garnered from the success of new and innovative technologies. In addition, Jake holds a Series 65 certification, which gives him the ability to provide investment advice to clients, along with trading and rebalancing client accounts to ensure they are well-positioned for the long term.
While away from Condor, Jake and his wife take pleasure in exploring the lively Red Bank area, as well as keeping up with the continued success of their favorite sports team the Philadelphia 76ers. Additionally, as self-described beer aficionados, they can often be found traveling around to the multitude of excellent craft brewers that have been popping up in the Tri-State area.