Ballentine’s own Jake Northrup, CFP®, CFA, will be speaking at BU’s upcoming career night with the Financial Planning Association on Wednesday, November 14. He will be featured on a panel with other accomplished industry professionals from across the area, answering student questions and providing them with a picture of what life in financial services is actually like. Representatives from Ballentine Partners will be there after the panel discussion to connect with students looking to kick off their careers.
Learn more about the Financial Planning Career Night at FPAMA.org.
Jake is an Investment Advisor and part of the high net worth team that caters to clients with $3 million or more investment assets. He works directly with clients on all aspects of their financial affairs including investment, tax, estate, retirement, college, business and debt planning. Prior to joining the firm, he worked at Colman Knight Advisory Group where he conducted investment research and provided financial planning services to high net worth clients. Earlier in his career, Jake held positions in the finance department at Raytheon and the investment operations department at State Street. Jake graduated Summa Cum Laude from the Isenberg School of Management at the University of Massachusetts Amherst in 2014 with a major in Finance and minor in Economics. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Financial Analyst. He is actively involved in the financial planning community as a member of the NexGen committee for the Massachusetts Financial Planning Association where he helps plan and organize events targeted to NexGen financial planners. Learn more about Jake Northrup.