Jake joined Pine Valley Investments (PVI) in 2018 as an Investment Advisor Representative. Before his tenure at PVI, Jake graduated from Penn State and joined his father's team at Merrill Lynch in 2017. Inspired by his father’s success, Jake's had a lifelong dream of following in his father's footsteps. Jake focuses on wealth management and financial planning, catering to clients of all ages with diverse financial objectives.
During Jake's free time he enjoys exercising, playing golf, and spending time with his family in Margate, New Jersey.