Jake joined PB&W after working as an engineer at Honda Aircraft Company, holding positions as design engineer, stress engineer and materials and processes engineer. He has managed and supported a number of sell-side transactions during his tenure at PB&W including marketing material preparation, financial analysis, market research, diligence and discussions with suitors. His background and experience provide further support to clients that produce technical and highly engineered products within PB&W’s focal market sectors. Jake also supports PB&W’s Industrial and Specialty market sectors and advises clients on issues pertaining to maximizing shareholder value and improving internal operations.

Jake graduated with Valedictorian honors from North Carolina State University and received a B.S. degree in Aerospace Engineering and a minor in Business Administration. As part of his undergraduate education, Jake performed research on smart materials for the U.S. Air Force. Jake holds his Series 79 and 63 FINRA licenses. He lives in Charlotte and is an avid guitar player and car enthusiast.