Profession: Investment Management

Jake Horowitz

Jake joined Wingate Wealth Advisors in October of 2017 as our Portfolio Analyst.  Jake is responsible for collaborating with the Portfolio Manager to conduct ongoing review of client investment portfolios. He assists the Portfolio Manager with trading and portfolio rebalancing as well as the analysis and design of portfolio models for our clients. Jake is […]

Joseph Evangelista

As our Portfolio Manager and Director of Investment Research and Trading with over 20 years of investment experience, Joe is responsible for the ongoing review of all client investment portfolios.  He leads our Investment Committee and heads up our investment research department. Joe prepares portfolio analyses, reviews asset allocation and manager selection, and designs investment […]