Jake joined Matthews South in 2021. Before joining Matthews South, Jake was an Associate in Equity Capital Markets at Barclays for 3 years. At Barclays, Jake helped lead the advisory and execution efforts of equity derivatives, convertible securities, and share repurchases within the Power & Utilities, Healthcare, and Consumer Retail sectors. Jake graduated from the University of Michigan with a B.S. in Financial Mathematics and Economics. He is also a CFA charterholder.
