Jake is a member of the managed accounts team and is responsible for new business development in the South Central region. He focuses on expanding relationships with our advisory partner firms by engaging with advisors to educate them on GW&K strategies, as well as maintaining GW&K’s long-time clients in the region. Jake is based in Dallas, Texas.

Previously, he served as an internal wholesaler on our national account sales team for the New York Metro area focused on business development and relationship management. Prior to joining GW&K, Jake served as a Client Service Associate at BGA Financial.

He received a BS in Finance from Manhattan College (now Manhattan University) and was a member of the NCAA Men’s Division 1 baseball team. Jake has successfully completed Level II of the CFA® program and holds Series 7 and 63 Licenses with FINRA.