Jake Halladay

Partner
Wealth Advisor

Jake is responsible for providing investment advice to ultra-high-net-worth individuals and their families, companies and foundations. Prior to joining the firm, Jake was Managing Director at Bel Air Investment Advisors (a wholly owned subsidiary of Fiera Corporation) in Los Angeles. Prior to this, Jake worked as a financial advisor at Merrill Lynch in Newport Beach, where he researched and constructed portfolios for high-net-worth families.

In his free time, Jake enjoys fly-fishing and competing in triathlons.

 

Education:

Georgetown McDonough School of Business

M.B.A. 

Brigham Young University

B.A.

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