Jake Whitmoyer

Jacob Whitmoyer has extensive experience in client portfolio analysis and tax transition strategies. Jacob has worked at Clark Capital Management Group, overseeing interdepartmental book review processes and conducting advisor calls. Jacob has also been involved in major technological overhauls and presented reports on economic trends and investments. Additionally, Jacob has experience in sales and service roles at Baldwin Brass Center, managing client relationships and growing revenue. Jacob holds a Bachelor of Arts in Economics from Franklin & Marshall College.