Pennington Partners & Co.
Jake Brophy is a seasoned professional in financial operations and analysis, currently serving as a Senior Operations Associate at Pennington Partners & Co. since May 2024. Previously, Jake held the position of Data Analyst at Private Wealth Systems from June 2023 to April 2024, where responsibilities included identifying root causes of transaction exceptions and ensuring accurate corporate action data. Prior experience includes roles as a Senior Financial Analyst and Financial Reporting Analyst at Mirador, Inc., focusing on portfolio performance analysis and private equity hedge fund statement analysis. Jake began their career as an Intern Associate at Berkeley Research Group LLC, assisting clients in understanding economic damages and mapping technical process flows. Academic credentials include a Bachelor of Arts in Mathematics from the College of the Holy Cross.
This person is not in any teams
Pennington Partners & Co.
Originally founded to serve the needs of the two founding families, who have built and sold companies in various industries, Pennington Partners & Co. offers a partnership of entrepreneurs and families with aligned interests and a shared vision and spirit of innovation. We provide a breadth of investment, wealth planning, and personal financial administration solutions that were created by and for Founders, CEOs, wealth creators, and multi-generational families.