Joined Curi Capital
April 2024
Education
- BS in Finance & Business Analytics, Indiana University
Accreditations
- Chartered Financial Analyst®
Affiliations
- CFA Institute, Member
- CFA Society Chicago, Member
Previous Experience
- Old Republic Asset Management, Investment Analyst
- Old Republic Asset Management, Junior Investment Analyst
Bio
Jake is an Equity Research Analyst at Curi RMB Capital. Jake works closely with portfolio managers and senior equity analysts to provide investment insights across the various equity strategies.
Previously Jake worked at Old Republic International as an Investment Analyst. At Old Republic International Jake was responsible for analyzing investment opportunities for both the equity and credit portfolios as well as executing trades across both asset classes.