- Portfolio management
- Retirement plan consulting
Jake McCarthyFinancial Advisor
Jake recently joined Procyon as a Financial Advisor. Prior to this, Jake spent several years at a financial advising and wealth consulting firm. In his previous role, Jake served as a resource to clients, enabling them to achieve optimal outcomes through comprehensive financial planning, tailored investment management, and risk management strategies. Through building relationships and working one on one with clients, Jake aims to educate. His objective is to listen and absorb the situations of those who work with him, help them better comprehend their needs, and provide unique solutions.
Jake earned his B.S. degree in Finance at Quinnipiac University, where he served as Promotions Officer for the Accounting Society and played for New Blue Rugby, Quinnipiac’s Rugby team.
He currently resides in Westchester, New York. In his spare time, he serves as a member of the Support Connection, a non-profit organization for breast and ovarian cancer fighters/survivors. He enjoys golfing, surfing, snowboarding, aerial cinematography, most sports, and spending time with family.
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