Jake Pierce

Capital Markets Associate

Over the past several years, Jake has had various business development experiences interfacing with clients and managing client relationships. He has consulted both private and public entities, from Commercial Real Estate firms to the Department of Defense, with his most recent 3-year stint working as an Analyst with J.P. Morgan Asset Management (2 years) and as an Assistant Vice President with Chase Private Client (1 year). Jake graduated Magna Cum Laude from Hampden-Sydney College with a degree in Economics. Upon graduating, he was inducted into the Omicron Delta Kappa National Leadership Honors Society. He is a licensed securities representative with his Series 6, 7, and 63. He oversees:

• Assisting RIA and BD representatives
• Communicating fund performance
• Servicing investors in the RealSource REIT