Jake joined Crestwood in 2024 and serves as a Client Service Associate on the Wealth Management Team.

The Client Service Associates’ primary goals are to support and improve services for our clients and the firm. They work closely with the client team and are tasked with a variety of client support functions such as opening new accounts, transferring securities to custodial accounts, confirming securities’ cost basis, and performing cashiering for clients.

Jake earned his B.B.A. Degree in Finance at James Madison University. Prior to Crestwood, Jake was employed as an operations associate with JP Morgan in New York City. Jake grew up in New Jersey but currently resides in Cambridge, MA. In his free time, he enjoys golfing, listening to music, and spending time with friends and family.