Jake joined Passive Capital Management, LLC in 2017. Prior to joining the firm, he was a financial advisor with Greenspring Wealth Management, PNC Wealth Management, and Deutsche Bank Alex Brown. His background and experience will allow him to service individual and institutional clients. After growing up outside of Philadelphia, he earned his Bachelor of Arts in Economics from Gettysburg College in 2010 and his Masters of Management from Wake Forest University in 2011. Jake earned his CFP® certification in 2020.
Jake is on the Board of Trustees for Gettysburg College. He currently resides in Towson, MD with his wife and son.