Jake joined Passive Capital Management, LLC in 2017. Before joining the firm, he served as a financial advisor with Greenspring Wealth Management, PNC Wealth Management, and Deutsche Bank Alex. Brown. His diverse background and experience allow him to serve both individual and institutional clients as a fiduciary. A native of the Philadelphia area, Jake earned his Bachelor of Arts in Economics from Gettysburg College in 2010 and his Master of Management from Wake Forest University in 2011. He became a CFP Professional in 2020.
Jake is a Trustee of Gettysburg College and is recognized for his commitment to helping families and entrepreneurs make informed investment and financial planning decisions. He has a particular passion for solving succession planning challenges in the financial advisory industry. Beyond his professional endeavors, Jake is a dedicated student of history and an avid Philadelphia sports fan. He resides in Towson, Maryland, with his wife and son.