Jake Gustafson Cfa
WHY THE SCANDARIATO GROUP AT MERRILL LYNCH: For 14 years I have focused on providing in-depth investment analysis... | Chicago, Chicago, United States
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Jake Gustafson Cfa’s Emails jm****@rw****.com
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Jake Gustafson Cfa’s Location Chicago, Chicago, United States
Jake Gustafson Cfa’s Expertise WHY THE SCANDARIATO GROUP AT MERRILL LYNCH: For 14 years I have focused on providing in-depth investment analysis and portfolio construction guidance to individuals and institutions. As the Scandariato Group’s Investment Strategist I am focused on building long term relationships with 1st and 2nd generation business owners & executives, providing comprehensive investment guidance. We are dedicated to helping achieve your greatest objectives with simplicity and transparency through our disciplined proven process. Our guidance is tailored to support your current lifestyle, retirement income needs, legacy goals, all while making you feel comfortable at every step. CONNECT WITH US IF YOU ARE: • Seeking a holistic and thoughtful financial advisory team for your family • A business owner seeking advice on: • Financing growth • Completing a potential business sale • Managing personal wealth • A CPA or Attorney interested in providing a valuable resource to your clients • A fellow CFA looking to connect with likeminded professionals • Seeking a second opinion on you investment strategy or to better understand your portfolio. GETTING TO KNOW JAKE: I earned the CFA designation in 2013 and have been a member of the CFA Society of Chicago since 2014. This foundation has enabled me to operate effectively within our Wealth Management practice and aligns with a strong set of core values that are shared by all. Outside of the office, I enjoy spending time with my wife Amanda, and two children Henrik and Laine. As a family, we enjoy exploring the city, food & wine, traveling, and volunteering at the Lincoln Park Zoo.
Jake Gustafson Cfa’s Current Industry Merrill Lynch
Jake
Gustafson Cfa’s Prior Industry
Baird
|
Merrill Lynch
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Work Experience
Merrill Lynch
Investment Management Specialist, Vice President
Fri Sep 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Baird
Private Asset Management
Fri Aug 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Aug 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Baird
Equity Research Analyst
Wed May 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Aug 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Baird
Compliance Officer
Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed May 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Baird
Compliance Analyst
Mon Jun 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Jake Gustafson Cfa Email Addresses
FAQ About Jake Gustafson Cfa
-
Jake Gustafson Cfa is located at
Chicago, Chicago, United States -
Jake Gustafson Cfa is a
WHY THE SCANDARIATO GROUP AT MERRILL LYNCH: For 14 years I have focused on providing in-depth investment analysis and portfolio construction guidance to individuals and institutions. As the Scandariato Group’s Investment Strategist I am focused on building long term relationships with 1st and 2nd generation business owners & executives, providing comprehensive investment guidance. We are dedicated to helping achieve your greatest objectives with simplicity and transparency through our disciplined proven process. Our guidance is tailored to support your current lifestyle, retirement income needs, legacy goals, all while making you feel comfortable at every step. CONNECT WITH US IF YOU ARE: • Seeking a holistic and thoughtful financial advisory team for your family • A business owner seeking advice on: • Financing growth • Completing a potential business sale • Managing personal wealth • A CPA or Attorney interested in providing a valuable resource to your clients • A fellow CFA looking to connect with likeminded professionals • Seeking a second opinion on you investment strategy or to better understand your portfolio. GETTING TO KNOW JAKE: I earned the CFA designation in 2013 and have been a member of the CFA Society of Chicago since 2014. This foundation has enabled me to operate effectively within our Wealth Management practice and aligns with a strong set of core values that are shared by all. Outside of the office, I enjoy spending time with my wife Amanda, and two children Henrik and Laine. As a family, we enjoy exploring the city, food & wine, traveling, and volunteering at the Lincoln Park Zoo. Merrill Lynch -
Jake Gustafson Cfa currently works in the
Merrill Lynch -
Jake Gustafson Cfa specializes in
WHY THE SCANDARIATO GROUP AT MERRILL LYNCH: For 14 years I have focused on providing in-depth investment analysis and portfolio construction guidance to individuals and institutions. As the Scandariato Group’s Investment Strategist I am focused on building long term relationships with 1st and 2nd generation business owners & executives, providing comprehensive investment guidance. We are dedicated to helping achieve your greatest objectives with simplicity and transparency through our disciplined proven process. Our guidance is tailored to support your current lifestyle, retirement income needs, legacy goals, all while making you feel comfortable at every step. CONNECT WITH US IF YOU ARE: • Seeking a holistic and thoughtful financial advisory team for your family • A business owner seeking advice on: • Financing growth • Completing a potential business sale • Managing personal wealth • A CPA or Attorney interested in providing a valuable resource to your clients • A fellow CFA looking to connect with likeminded professionals • Seeking a second opinion on you investment strategy or to better understand your portfolio. GETTING TO KNOW JAKE: I earned the CFA designation in 2013 and have been a member of the CFA Society of Chicago since 2014. This foundation has enabled me to operate effectively within our Wealth Management practice and aligns with a strong set of core values that are shared by all. Outside of the office, I enjoy spending time with my wife Amanda, and two children Henrik and Laine. As a family, we enjoy exploring the city, food & wine, traveling, and volunteering at the Lincoln Park Zoo. -
Jake Gustafson Cfa speaks the following languages:
No languages available. -
Jake Gustafson Cfa has prior experience in the following industries:
Baird , Baird , Baird , Baird -
Jake Gustafson Cfa has the following professional experience:
Merrill Lynch , Baird , Baird , Baird , Baird . -
You can view Jake Gustafson Cfa’s
LinkedIn profile at LinkedIn URL. -
Jake Gustafson Cfa’s work email addresses are
[email protected] . -
Jake Gustafson Cfa works at
Merrill Lynch
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