As a Managing Director and Head of Marketing and Sales Strategy, Jake oversees SCS’s brand positioning and thought leadership. He partners with leadership and advisors on attracting, engaging, and retaining clients in alignment with the firm’s investment approach, solution set, and relationship-driven culture.
Jake believes that enduring client relationships are built on trust, thoughtful advice, strong results, excellent service, and an unwavering focus on helping clients achieve their unique goals.
Experience
20+ years in financial services
Brown Brothers Harriman, leading Marketing then Sales Strategy for the firm’s Multi-Family Office and other business areas
Lehman Brothers, where he began his career in Investment Banking
Education
John Hopkins University, B.A.
Yale School of Management, MBA
Beyond SCS
Jake lives outside of NYC with his wife and three children.
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