Jake supports senior team members through a variety of functions, including financial analysis and modeling of valuation and transaction alternatives, evaluating business operations, ownership capital structure and competitive landscape, developing presentations for use in client meetings, conducting industry, market, and competitive research, and assisting with business development and origination opportunities.

Professional experience

Prior to Verit, Jake was as a financial analyst for IBM in Rochester, Minnesota, working on financial reporting, forecasting, and analyzing profit and loss within their services division.


Volunteer at Big Shoulders Fund, CFA Society of Chicago, ESOP Emerging Leaders, The ESOP Association, and passed Level III of the CFA Program.


Bachelor of Business Administration with a double major—Finance, Investment & Banking and Management—from the University of Wisconsin-Madison.

senior advisors