Jake joined IR+M in June 2005 and was named Senior Portfolio Manager in 2012 and Director of Investment Strategy in 2025. In his role, Jake leads the firm's Investment Strategy Group and focuses on strategy development, portfolio construction, and sector analysis.
While at IR+M, Jake has helped guide portfolios through a range of market environments. His experience managing portfolios during the Global Financial Crisis reinforced the importance of disciplined risk management and identifying opportunities during periods of market dislocation, including the firm's early allocations to high yield securitized assets.
Prior to joining IR+M, Jake was an Associate in Fixed Income Capital Markets at Lehman Brothers.
Jake earned a Bachelor of Science and Engineering from Princeton University and an MBA from the Kellogg School of Management at Northwestern University.
Having rowed crew at a national level in college, Jake brings a team-first mindset to his work and the belief that individual performance is inseparable from collective success.
