President, Chief Operating Officer, Weston Financial
Jake oversees Weston Financial’s business activities, including sales, client service, and operations. Jake is a Trustee of the New Century Portfolios to which Weston Financial serves as the Advisor. He joined Weston Financial in May of 2011 after twenty-one years with Bank of America and legacy companies, including wealth management positions at Merrill Lynch, U.S. Trust, The Private Bank, Columbia Management Investment Advisors, Columbia Management Company, and Columbia Trust Company. Jake received a B.A. from Colby College and an M.B.A. from Babson College.