For More than 4 years, Jake has been helping entrepreneurs and their families simplify their financial lives. At Waldron, Jake specializes in client needs across administrative, investment and wealth planning functions.
While employed at Waldron, Jake graduated high honors from California University of PA with a dual major of Marketing and Global Business. Following graduation, Jake passed the CFP® exam and is a Certified Financial Planner™. Prior to joining the Waldron team, he served as a supervisor of the call center at First National Bank of Pennsylvania and as a senior representative at BNY Mellon in their Private Banking Concierge group.
Outside the office, Jake enjoys Pittsburgh sports, exercise, and collecting and drinking whiskey. Jake lives in Castle Shannon, PA with his wife Alyssa, sons Evander and Lennox and cats Mickey and Dobby.
