Jake joined Craigs Investment Partners as an investment advisor in April 2014. As an Investment Adviser with Craigs Investment Partners, Jake advises clients in all aspects of equity investments, specialising in portfolio management for private clients, family trusts and KiwiSaver.
Previously he spent over 3 years at Diageo in London as a member of their mergers and acquisitions team working on Global and European deals. Prior to this he worked with PwC in Auckland as a member of their corporate finance team covering valuation, mergers and acquisitions and strategic consultancy for a wide range of privately held and publicly listed companies covering an array of industries. Jakes local and international experience, at one of London’s largest publicly listed companies and at New Zealand’s largest consultancy firm, provides an excellent platform for evaluating and understanding investment opportunities.
- Certificate of Authorisation, AFA
- Bachelor of Commerce (Finance), Auckland University (2006)
- Bachelor of Property, Auckland University (2006)
- NZX Adviser