Jacob Wharton Email and Phone Number

- Contribute to asset allocation by analyzing individual holdings in client portfolios and making investment recommendations based on my research.- Conduct thorough analysis of Trust agreements and other legal documents, and identify the terms of the Trust. These terms include: identifying beneficiaries, calculating the value of their distributions, identifying the terms of their distributions, and outlining any other relevant information.- Contribute to tax preparation of Estates and Trusts.- Contribute to weekly portfolio review meetings.- Conduct stock and company research using the Bloomberg terminal.- Complete mutual fund and bond screenings.- Support database development and maintenance.- Assist in the settling of multiple estates and coordinating distributions from trusts.

- Contributed to asset allocation and weekly portfolio review meetings- Conducted stock and company research using the Bloomberg terminal- Completed mutual fund and bond screenings- Supported database development and maintenance- Contributed to market commentary letters- Participated in portfolio presentation to clients

- Assistant coach for youth lacrosse select team

- Assist with the creation and assembly of educational enrichment packets and the delivery of the packets with lunch to youth and their families residing in Great Brook Valley- Perform case management tasks such as calling and emailing families to check-in and offer assistance- Developing learning activities and online contests to engage the youth- Participate in the planning and implementation of special programs or events- Responsible for respectfully and effectively communicating with families in Spanish and English- Responsible for helping distribute dónate fruits and vegetables from a local, farmers market

- Sold various types of New England Patriots merchandise such as hats and game-day programs- Took inventory

- Provide supervision and assistance in an after-school “drop-in” program for children living in the Great Brook Valley/Curtis Apartments- Supervision of children using the Learning Center- Assist students with academic assignments, serve as role models, and generally promote academic and social success- Regularly communicate with families in Spanish and English