“The best leaders tend to be missionaries rather than mercenaries.”
Jake began his career as an investment professional in 2015 with the University of Oregon Foundation, working on the investment team to help manage the university’s endowment fund. Prior to his career change, Jake was a commercial banker in Eugene for more than 8 years. He currently serves as an Associate Board Director for Oregon Community Credit Union, on the investment committee for the Sacred Heart Medical Center Foundation, and on the finance committee for the Eugene Public Library Foundation.
Jake graduated from Idaho State University in 2006 with a degree in Finance. He has earned both the Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®) designations, and he is a member of the CFA Society of Portland and CAIA Seattle chapter.
Jake enjoys reading and spending time with his young family and his friends playing golf, soccer, music, and card games.