Jake Stapleton
Team Lead - Research
Jake serves as the Research Team Lead for Midland Wealth Management and Midland Trust Company. In this role, he provides internal and external economic and market updates to clients, prospects, and employees. Jake also conducts fund-level due diligence and assists in developing tools and solutions for a wide range of wealth and bank clients.
Before joining the Research Team, Jake was a Portfolio Manager, helping clients with strategic allocation, investment coaching, and daily trading.
He holds a Bachelor of Science in Finance with a Minor in Economics from DePaul University and a Master of Business Administration from the University of Notre Dame.