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Jake is a Senior Performance Analyst with Greycourt. In this role, he is responsible for preparing and reviewing monthly and quarterly client reports for complex clients. He also manages the manual benchmark process. He joined Greycourt in 2019 as a Performance Reconciliation Specialist responsible for maintaining the data downloads from custodial banks, which includes updating portfolio management software daily with pricing, corporate actions, and securities transactions, reconciling custodial statements, and competing for administrative projects relevant to client reports. Jake previously interned with Greycourt in the summer of 2018. He is an active volunteer at a local food bank and has participated on mission trips all over the East Coast fixing up houses, decks, etc. for those unable to do so he has volunteered at local youth baseball camps.

Jake received an Economics degree from Washington and Jefferson College.