Meet Jake Whitmoyer
Tax Transition Specialist
Title:
Tax Transition Specialist
Team:
Client Portfolio Management, Distribution & Advisor Services
Experience at CCMG:
7 Years
Industry Experience:
7 Years
Jake Whitmoyer is a Tax Transition Specialist on Clark Capital’s Client Portfolio Management Team. Jake works to provide comprehensive analysis and premium concierge services to high net worth investors. He began his career in the investment industry in 2017 with Clark Capital as a Sales Coordinator after graduating from Franklin & Marshall College with a Bachelor’s degree in Economics.
Insights by Jake
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