Jacob Wharton

Jacob Wharton Email and Phone Number

Wealth Management Analyst @ Worcester Advisors
Boston, MA, US
Jacob Wharton's Location
Greater Boston, United States
Jacob Wharton's Contact Details

Jacob Wharton work email

Jacob Wharton personal email

n/a
About Jacob Wharton

A dedicated and hardworking college student working towards a bachelor's degree in Business and Management with a concentration in Finance and Business Analytics at Wheaton College in Massachusetts. Excited to expand my knowledge of financial analysis and learn from professionals in a corporate environment.

Jacob Wharton's Current Company Details
Worcester Advisors

Worcester Advisors

View
Wealth Management Analyst
Boston, MA, US
Employees:
6
Jacob Wharton Work Experience Details
  • Worcester Advisors
    Wealth Management Analyst
    Worcester Advisors
    Boston, Ma, Us
  • Worcester Advisors
    Wealth Management Intern
    Worcester Advisors Jul 2024 - Present
    - 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.
  • Northwestern Mutual
    Financial Planning Intern
    Northwestern Mutual Jan 2023 - Oct 2023
    Wellesley, Massachusetts, United States
  • Worcester Advisors
    Wealth Management Intern
    Worcester Advisors May 2022 - Aug 2022
    Worcester, Massachusetts, United States
    - 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
  • Coyotes Lacrosse
    Assistant Lacrosse Coach
    Coyotes Lacrosse Jun 2021 - Jan 2022
    Medway, Massachusetts, United States
    - Assistant coach for youth lacrosse select team
  • Boys & Girls Clubs Of America
    Program Assistant
    Boys & Girls Clubs Of America Jul 2020 - Aug 2021
    Worcester, Massachusetts, United States
    - 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
  • Vendors Unlimited Inc
    Vendor
    Vendors Unlimited Inc Aug 2019 - Jan 2020
    Foxborough (Foxboro), Massachusetts, United States
    - Sold various types of New England Patriots merchandise such as hats and game-day programs- Took inventory
  • Worcester Housing Authority
    Academic Tutor
    Worcester Housing Authority Nov 2018 - Jan 2020
    Worcester, Massachusetts, United States
    - 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

Jacob Wharton Education Details

Frequently Asked Questions about Jacob Wharton

What company does Jacob Wharton work for?

Jacob Wharton works for Worcester Advisors

What is Jacob Wharton's role at the current company?

Jacob Wharton's current role is Wealth Management Analyst.

What is Jacob Wharton's email address?

Jacob Wharton's email address is jw****@****ors.com

What schools did Jacob Wharton attend?

Jacob Wharton attended Clark University, Wheaton College Massachusetts, Saint John's High School.

Who are Jacob Wharton's colleagues?

Jacob Wharton's colleagues are Sangam Dahal, Krista Piazza.

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