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Jake manages Weston Financial's business activities and capabilities, including business development, client relationship management, and infrastructure. He is involved in leadership activities for the broader Washington Trust Wealth Management organization and The Washington Trust Company. He serves on TD Ameritrade's (Weston's primary client custodian) national Financial Advisor Panel, and Envestnet|Tamarac's (Weston's primary client service vendor) national Advisory Board. As a Supervising Principal for Weston's business, he holds industry multiple securities licenses.
Jake joined Weston Financial in May of 2011 after twenty-three years with Bank of America and legacy companies, including corporate development, strategic planning, and wealth management operating positions at Merrill Lynch, U.S. Trust, The Private Bank, Columbia Management Investment Advisors, Columbia Management Company, Columbia Trust Company, FleetBoston Financial, and Fleet Financial Group. He served as Trustee to the former New Century Portfolios mutual fund family to which Weston Financial served as the Investment Advisor.
Jake received a B.A. from Colby College, with a pre-medicine/biology major and business minor, and an M.B.A. from Babson College.
Jake is President of the Hyannis Port Civic Association, which exists to promote the security, development, and improvement of the Hyannis Port community, including maintaining ownership of shared facilities. He is Treasurer of Three Squares New England, an organization that conducts activities to bring awareness to hunger issues in the Boston-Metro area, including an annual bike Ride For Food that raises funds for hunger relief. He is a member of the Board of Visitors of McLean Hospital located in Belmont, MA. Jake previously served on the Finance Committee for the Town of Needham.
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Weston Financial and Halsey Associates are subsidiaries of The Washington Trust Company.
Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency