Jake Stapleton serves as the Research Team Lead for Midland Wealth Management and Midland Trust Company. In this role, he leads investment research and market analysis to support strategic allocation decisions across Midland’s advisory and portfolio management teams. Jake serves as a key liaison between investment strategy and client delivery, equipping advisors with timely insights through weekly market updates, quarterly outlooks, and custom analysis.

Jake also oversees fund-level due diligence and contributes to the development of tools and solutions that support a broad range of clients, from individuals and families to institutional and banking relationships.

Prior to his current role, Jake was a Portfolio Manager at Midland, where he supported clients through investment guidance, strategic allocation, and daily trading.