Jake Tolk

Background

About Jake Tolk

https://advisor.morganstanley.com/compass-rose-group Life’s journey is full of financial twists and turns – some predictable, others unexpected. Whether you are planning for retirement, running a business, or transferring your wealth, you want to know: What should I do now to protect my family’s future? Will I have enough? How do I plan for the unpredictable? Whatever your goals, staying on course requires a “financial compass” – a solid sense of direction, a clear long-term plan, and a keen understanding of the financial landscape. Jake Tolk, a Chartered Financial Analyst® charterholder and Chartered Retirement Planning Counselor® has been a Financial Advisor for 11 years. He is a Vice President and a Portfolio Manager for the team. He works in portfolio strategies tailored to the needs of high net worth families. Jake is a summa cum laude graduate of New Mexico Tech and a published author in the International Journal of Finance and Economics. He also has an extensive computer science background, having programmed operating systems for remote nuclear weapons monitoring systems and complex financial simulations. He previously worked in New York City as a Senior Developer in the credit risk analytics team for Merrill Lynch before becoming a Financial Advisor.