Vestor Capital, LLC
Jake Gice has extensive experience in the finance and insurance industries, currently serving as a CSA at Vestor Capital, LLC since July 2021. Prior to this role, Jake worked at Morgan Stanley for nearly five years in various positions, including Wealth Management Associate, Team Administrative Assistant, and Production Intern. Jake began a career in client services as an Account Representative at State Farm, where assistance was provided to prospects and current clients with insurance and financial planning. Additional early experience includes roles in customer service and as a Journeyman Mechanic Apprentice. Jake holds a Bachelor of Science in Business with a focus on Finance from DePaul University, complemented by studies at Oakton College.
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Vestor Capital, LLC
Founded in 1984, Vestor Capital, LLC is one of Chicago’s leading independent firms. Our approach to business is holistic wealth management with the aim of capturing a client’s complete financial life. Our services include investment management, risk management, estate and wealth transfer planning, business succession, and tax planning. We predominately serve high-net-worth individuals and families. At Vestor Capital, we are most proud of our team-based culture, which creates a healthy and engaging growth-oriented work environment. Through our talented people, we have grown to become one of Chicago’s most successful independent firms. If you are interested in learning more about Vestor, please email us at info@vestorcapital.com.