Jake joined InvesTrust in July 2025. Jake serves as an Investment Associate bringing a strong research and analytical background and is committed to helping InvesTrust clients achieve their financial objectives. In this role, he supports the efforts of the InvesTrust portfolio management team in conducting fundamental investment analysis, portfolio construction, and risk management that align with InvesTrust’s client-centered approach to wealth management. Jake also serves as a Consultant for InvesTrust Consulting.

Prior to InvesTrust, Jake served in analyst positions at several firms focusing on analysis of personal and institutional portfolios across multiple share classes.

Jake holds an M.B.A. with a concentration in Finance and a B.S. in Quantitative & Scientific Analysis with a Pre-Medicine emphasis from the University of Oklahoma and is an Investment Advisor Representative. Jake is currently pursuing the Chartered Financial Analyst (CFA) designation.

During his time at the University of Oklahoma, Jake served as a captain for the track and cross-country teams and holds All-American honors in both athletics and academics. Outside of work, Jake is an Eagle Scout, an avid runner, and an active member of Acts 2 United Methodist Church in Edmond.

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