Jake joined Trove Private Wealth™ in January of 2022. He serves as a Service Advisor, supporting the team in all functions related to planning and investing as they continue to grow in their capacity to help more clients realize their financial goals.
Jake earned a Bachelor’s in Finance from Stonehill College in 2020, graduating 1st in his class for Finance. With a life-long sense of intellectual curiosity, he spends a lot of time learning and reading about topics that interest him, including economics, finance, geopolitics, history, and philosophy.
Jake enjoys his time away from work by spending time with friends, playing sports, traveling, and pursuing his childhood passion of improving his guitar playing skills.