Jake Erlendson, CFA, CFP®, is a Partner and Wealth Advisor at Corient, which is among the largest integrated Registered Investment Advisors (RIAs) in the United States, overseeing $147 billion for over 10,000 high and ultra high net worth clients. Prior to joining Corient in January 2021, Jake served as Lead Advisor at Dowling & Yahnke, LLC from February 2006 to December 2020, where involvement in client service and the firm's portfolio management process was a key focus. Earlier roles also included positions as Assistant Portfolio Manager and Investment Associate. Jake holds a Bachelor of Arts in Economics from UC San Diego.
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