Client Service Associate
Jake has a background in client service, keen attention to detail, and a strong desire to help organizations run smoothly. He earned a B.F.A in Musical Theater from Pace University and spent the first several years of his professional career on the stage. He joined Sage after working in his family’s business building and designing outdoor living spaces. Jake lives in Conshohocken and enjoys cooking and using the River Trail.
What particular qualities do you bring to the Sage team and the clients’ experience?
I am enthusiastic about getting the job done and doing it well. Whether for a coworker or a client, I am always happy to jump in and figure out a solution.
Why are you in wealth management?
I made the transition to wealth management to expand on my knowledge of the financial industry. Coming from a small business background, long-term relationship with clients is very important to me. I want to understand how to build a solid foundation and legacy for clients and their families.
What do you love most about being part of Sage?
Since day one, the care that we show our clients is reflected in the way the team interacts with each other. There is a genuine interest in the development and wellbeing of everyone at the firm, and I love to see how that translates to the high level of service we pass on to our clients.