Jake C. Forrester
Mirador Family Wealth:
“Strong convictions precede great action. I am a firm believer that if an individual or a group has pure certainty in themselves, they will produce exceptional outcomes.”
As an Associate Investment Manager for Mirador Family Wealth Advisors, Jake is responsible for implementing strategies at the portfolio level, monitoring strategy and manager performance and providing complex reporting for Mirador clients.
Jake’s prior work over the past 2 years in the Fifth Third Bank’s Investment Advisor leadership program is varied and provides a strong base to assist Mirador families meet their investment objectives. During that time he was involved in all aspects of wealth management for high net worth families, both front and back office functions including trading, rebalancing and investment reporting. Jake also was required to adapt and fulfill the duties of team members who were on extended leaves seeing first -hand other areas such as trust and fiduciary administration.
Jake also collaborated on projects such as developing numerous models to assist the equity research team in their decision making process. He also played a critical role in analyzing and organizing various accounts during the Cincinnati Region recent Trust Department review.
Jake is currently studying for his CFA where he hopes to further solidify his financial knowledge throughout the various challenges the exam presents.
Planning for today, tomorrow and the next 100 years.
111 Lyon Street N.W.
Grand Rapids, MI 49503
222 South Riverside Plaza
Chicago, IL 60606
38 Fountain Square Plaza
Cincinnati, OH 45263