Head of Relationship Management
Jake is Head of Relationship Management at Flourish and is responsible for supporting our advisor partners. He works to ensure Flourish is a valuable tool for advisors and their firms.
Before joining Flourish in 2023, Jake was the Director of Client Services at Zoe Financial, a fintech startup focused on the RIA space. He also spent a number of years working as an advisor at KLS Advisors, a fee-only RIA based in New York City.
Jake received his Business Degree with a focus on markets and organizations from the University of Rochester.
Fun fact: Jake loves fishing and is an avid NY Rangers fan. He also enjoys exercising and hiking.