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Jake Butcher Location
Cincinnati, OH, US
Jake Butcher Work
2011 -now President | Wealth Advisor | Partner @
2010 -2011 Research Analyst Intern @
2008 -2008 Broker Services Co-Op @
Jake Butcher Education
The Goering Center For Family & Private Business
(Leadership)
2018-2019
Xavier University 2011-2012
University of Cincinnati Carl H. Lindner College of Business
Bachelor of Business Administration (International Business, Finance)
2006-2011
(International Business)
2009-2009
Jake Butcher Skills
Investments
Mutual Funds
Trading
Portfolio Management
Financial Analysis
Financial Services
Fixed Income
Financial Reporting
Retirement Planning
Wealth Management
Strategic Planning
Microsoft Excel
Leadership
Jake Butcher Summary
Jake Butcher, based in Cincinnati, OH, US, is currently a President | Wealth Advisor | Partner at HCM Wealth Advisors & CPAs. Jake Butcher brings experience from previous roles at Hengehold Capital Management, LLC and Ultimus Fund Solutions, LLC. Jake Butcher holds a 2018 - 2019 The Goering Center For Family & Private Business. With a robust skill set that includes Investments, Mutual Funds, Trading, Portfolio Management, Financial Analysis and more. Jake Butcher has 2 emails and 1 mobile phone numbers on RocketReach.
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