Our People
Responsible for project management, securities pricing, performance measurement and vendor relations
Jake has more than 20 years’ experience in the financial services industry. Prior to joining FCI he served as the manager of performance analytics for UMB Investment Wealth Management. His historical experience includes fund administration oversight manager at JP Morgan in New York and hedge fund pricing manager for BNY Mellon, also in New York.
BS in Finance, Kansas State University
MBA, New York University Stern School of Business
Junior Achievement, Volunteer
Habitat for Humanity, Volunteer
President and Chief Executive Officer
Vice President, Portfolio Manager
Senior Vice President, Portfolio Manager
Senior Vice President, Chief Investment Officer, Fixed Income
Investment Analyst
Senior Vice President, Head of Business Administration
Senior Vice President, Chief Compliance Officer
Fixed Income Trader
Equity Trader
Portfolio Manager
Senior Vice President, Investment Operations
Vice President, Trading
