Jake joined Bel Air Investment Advisors LLC in 2012 and is responsible for providing investment advice to individuals, families, and foundations. Prior to joining Bel Air, Jake worked as a financial advisor at Merrill Lynch in Newport Beach, CA where he specialized in portfolio allocation for high net worth families. Jake has been a source of commentary about wealth and investing for Business Insider and The Wall Street Journal.
Jake earned his M.B.A. from the Georgetown McDonough School of Business and studied International Business abroad at Oxford University in England. Jake received his B.A. from Brigham Young University after transferring from Utah Valley University where he played rugby. He served as Chairman of the Southern California Fundraising effort for the Hope Projects which improves the living conditions of the people living in the High Andes of Peru. He also enjoys fly-fishing and competing in triathlons.