“Make the most of yourself, for that is all there is of you.”

Jake joined Badgley Phelps in 2024 as a fixed income trader with a focus on the taxable fixed income market.

“Clear and open communication is key.”

Jake’s career in the financial services industry has spanned 15 years; with a primary focus on institutional corporate credit. Prior to joining Badgley Phelps, Jake most recently served as the senior credit analyst at Build Asset Management.

Originally from Pittsburgh, PA, Jake has been happy to call the Pacific Northwest home for over a decade. He and his wife live in Seattle with their son and bichon frisé. Outside of fixed income capital markets, Jake enjoys traveling, skiing, movies, and cooking.  

EDUCATION

  • Bachelor of Arts, University of Pennsylvania, Philadelphia, PA

INVOLVEMENTS

  • Member, CFA Institute