University of North Carolina at Charlotte
B.S. in Finance
Jake started as an investment banking intern with Bourne Partners in 2019, and joined the team as an analyst in 2020. During his time with the firm, he has provided execution support on various M&A transactions. Jake received a B.S. in Finance from The University of North Carolina at Charlotte.
He is a co-founder of LIKE, a non-profit initiative alongside the Yale School of Medicine to improve the accessibility and quality of healthcare for individuals with disabilities. Jake also serves as a program analyst for the Center for Healthcare Innovation, a non-profit dedicated to making healthcare more equitable through innovative technology.
Outside of work, Jake enjoys spending his time surfing, playing beach volleyball, and taking road trips. He also coaches volleyball at a premier travel club in Charlotte, as well as at camps for several universities.