Jake Wheelock, CFA

Jake Wheelock, CFA

Commercial Underwriting Intern

Followers of Jake Wheelock, CFA689 followers
location of Jake Wheelock, CFANew York, New York, United States

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  • Timeline

  • About me

    Associate at Nitorum Capital, L.P.

  • Education

    • UCLA

      2013 - 2017
      Bachelor’s Degree Business Economics

      -William Sharpe Fellow

    • Columbia Business School

      2021 - 2023
      Master of Business Administration - MBA Value Investing Program

      -Columbia Fellow-First Place at 2021 UNC Alpha Challenge

    • San Marcos High School

      2009 - 2013
  • Experience

    • Community West Bank

      Jun 2015 - Sept 2015
      Commercial Underwriting Intern
    • The TCW Group

      Jun 2016 - Aug 2016
      High Income Equities Intern
    • Focused Investors LLC

      Aug 2017 - Jun 2021
      Investment Analyst
    • Caveat Emptor Capital Management

      May 2022 - Aug 2022
      Summer Research Analyst
    • Nitorum Capital, L.P.

      Jul 2023 - now
      Associate
  • Licenses & Certifications

    • Chartered Financial Analyst® (CFA) Charterholder

      CFA Institute
      Sept 2020
      View certificate certificate
  • Honors & Awards

    • Awarded to Jake Wheelock, CFA
      William Sharpe Fellow UCLA Economics Department Nov 2015
  • Volunteer Experience

    • Board Member

      Issued by Access Books on Mar 2019
      Access BooksAssociated with Jake Wheelock, CFA