Jake Brown, Cfa Email & Phone Number

Boston, Ma, Us

Boston, Massachusetts, United States

Boston, Massachusetts, United States

I am a multi-asset investment professional and team leader with a proven track record in asset and revenue growth and client retention.• $1.2b in new assets over the trailing two years• Client retention: 95%+ I achieved these outcomes through my direct engagement with clients and prospects, collaborative solution design, compelling messaging, and the trust-based relationships I established internally and externally. Key competencies involved in delivering these outcomes include:• Transparent communication and leadership• Team-based solution design• Crafting effective, straightforward messaging for sophisticated solutions• Fostering a team culture of shared success, innovation, and collaboration I look forward to my next opportunity to contribute to a strong culture and have a positive impact on clients and their investment outcomes.

I represented Wellington's $9B Multi-Asset Platform to clients and prospects across channels and geographies, with an emphasis on large family offices, pensions, and endowments. Collaborated with senior portfolio managers, strategists, risk managers, and relationship professionals to grow and retain client assets through compelling messaging and effective solution design aligned with client needs. Led a global team of seven to deliver consistent messaging and solution implementation, grow assets, and develop talent.• Drove $1.2b in asset growth and significant expansion in pipeline opportunities across regions over the past two years while retaining 95%+ of clients. From a senior relationship manager: “Jake has a gift for articulating complex investment and economic concepts clearly and calibrating his comments to the audience. With him in the room, our clients and prospects just get it.” • Designed tailored multi-asset solutions in concert with portfolio managers and strategists incorporating equities, fixed income, and alternatives. • Motivated relationship teams to increase meeting volume 115% over a recent 18-month period through innovative client and prospect engagement plan. • Redefined Platform messaging and materials to emphasize consistency and simplicity while improving scale. Feedback from senior leadership: “Really impressive – great at telling a story, providing an excellent hook into multi-asset capabilities.”• Developed and directed creation of trending market and economic content, iStrat Insights, a curated 12-page quarterly presentation that addressed relevant client questions such as “What is the path forward for monetary policy?” and “Have the odds of recession changed?” Insights was designed to facilitate client and prospect engagement, creating scale for other client-facing investment professionals.• Actively co-led team for Becoming Allies, a DE&I initiative focused on supporting growth and development of underrepresented colleagues.

Mba, Finance

Bachelor Of Arts (B.A.), Economics, English