Jake joined Wingate Wealth Advisors in March 2025 as an Operations Associate. He is responsible for the timely completion and accuracy of daily money movement, client account operations, and portfolio management systems. He takes pride in ensuring seamless processes for both the advisors and their clients.

Prior to joining Wingate, Jake worked in client services at MFS Investment Management. He also brings in investment operations and financial planning/analysis experience from Fidelity Investments and other Greater Boston-based impact-investing equity funds.

Jake graduated from Boston College with a bachelor’s degree in Finance and Accounting, and he also studied at the National University of Singapore. Outside of work, Jake enjoys staying active, cooking, reading, spending time with family and friends, and is a life-long fanatic of Celtics basketball.