Mr. Jake Levine is responsible for conducting performance reports at the corporate, advisor, and client level. He also supports the day-to-day inquiries of high-net-worth clients.
Prior to joining Certuity, Mr. Levine served as an Equity Trader at Trillium Management where he performed research on the U.S. equity markets, conducted risk management reports, and executed on firm trading strategies.
Mr. Levine earned a Bachelor of Business Administration and Management degree from the University of Michigan Ross School of Business.