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Jake Stapleton

Jake Stapleton

Portfolio Manager

Jake serves as Portfolio Manager and supports the Investment Management team in developing account-specific investment plans. He helps Portfolio Managers execute daily investment decisions while also providing investment-related support to Trust Officers for their various accounts.

Jake obtained his Bachelor of Science degree in Finance with a Minor in Economics from DePaul University. He is currently a Level II Candidate in the CFA Institute’s Chartered Financial Analyst® program.