Jake Wolfe Cfa, Caia

Jake Wolfe, CFA, CAIA, has extensive experience in portfolio management and financial operations, currently serving as a Portfolio Manager at Parametric since July 2017. Within the same company, Jake has held various roles including Associate Portfolio Manager, Portfolio Analyst, Senior Portfolio Administrator in Global Operations, and Portfolio Administrator in Global Operations. Prior to this, Jake worked as a Business Transactions Specialist II at Kaiser Permanente from July 2016 to July 2017, focusing on support for Accounts Receivable operations. Jake obtained a Bachelor’s Degree in Finance from George Mason University’s Costello College of Business between 2012 and 2014.