Jake Marshall Email & Phone Number
Managing Director @ Wealth Enhancement Group
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Jake Marshall Location
- Great Neck, NY, US
Jake Marshall Work
- 2022 -now Managing Director @
- 2019 -2022 Partner @
- 2010 -2022 Portfolio Manager @ Kings Point Capital Management
- 1995 -2010 Vice President @
Jake Marshall Education
- Emory University - Goizueta Business School
BBA (Finance)
1991-1995 - Emory University 1991-1995
Jake Marshall Skills
- Asset Allocation
- Alternative Investments
- Mutual Funds
- Fixed Income
- Investment Advisory
- Wealth Management
- Equities
- Investments
- Hedge Funds
- Asset Managment
- Securities
- Portfolio Management
- Investment Strategies
- Investment Management
- Capital Markets
- Asset Management
- ETFs
- Bloomberg
- Equity Research
- Bonds
- Wealth Management Services
- Series 63
- Financial Analysis
Jake Marshall Summary
- Jake Marshall, based in Great Neck, NY, US, is currently a Managing Director at Wealth Enhancement Group. Jake Marshall brings experience from previous roles at KINGS POINT CAPITAL MANAGEMENT LLC, Kings Point Capital Management and Fidelity Investments. Jake Marshall holds a 1991 - 1995 BBA in Finance @ Emory University - Goizueta Business School. With a robust skill set that includes Asset Allocation, Alternative Investments, Mutual Funds, Fixed Income, Investment Advisory and more. Jake Marshall has 1 emails and 1 mobile phone numbers on RocketReach.
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