Designations and Licenses

Jake holds the Chartered Financial Analyst® designation.

Experience and Education

Jake is responsible for the oversight and management of client relationships, striving to exceed client expectations by delivering excellent service through developing investment policy guidelines, optimizing investment portfolios, selecting investment managers, presenting performance-monitoring reports, and conducting trustee education on a wide range of investment topics. He also helps to ensure clients receive accurate documentation and reports on their timeline, maintaining current knowledge of each client’s manager lineup and general market issues. Jake acts as the primary point of contact in relation to all servicing issues related to the client and is required to be proactive in communication regarding portfolios, firm and Plan issues as they arise. Jake may leverage Mariner’s colleagues as required in order to meet the clients’ varying needs.

Prior to joining Mariner, Jake was the managing director at Cardinal Investment Advisors.

Jake holds a bachelor’s degree in finance from Missouri State University and an MBA from Park University.

Personal Interests

Away from the office, Jake enjoys spending time with his three children, going to the lake, hunting, fishing and playing golf.