As a portfolio analyst, Jake utilizes various analytical software tools to assist in creating portfolio recommendations.
Jake obtained his Bachelors of Finance and Marketing from Utah State University. He is also currently working on obtaining a Master’s degree in Finance and Economics from West Texas A&M University.
Jake previously came to Paul Comstock Partners as a Portfolio Accounting Intern in the Spring of 2021. Prior to joining Paul Comstock Partners, he worked for Goodman Manufacturing as a Financial Analyst. Other roles that Jake has held in the past have been with companies such as The Walt Disney Company, or government institutions such as the U.S. Forest Service. Jake has developed a variety of skills in all of these roles to provide maximum value for clients that choose Paul Comstock Partners.
In his free time, Jake enjoys golfing, snowboarding, reading, and spending time with his family and friends.