Jake is a Principal at M2O leading the LP secondary-advisory business. He is responsible for origination, distribution, execution and project management of LP-led secondary transactions.
Jake joined M2O in February 2021, after spending seven years in Evercore’s Private Capital Advisory group, where he focused on origination and execution of LP-led secondary-advisory mandates. Prior to joining Evercore, Jake founded and led River Street Capital, a boutique secondary advisor.
Jake earned his MBA from NYU Stern School of Business and his B.A. from Penn State University. He has FINRA Series 22 and 63 licenses. He lives in Havertown, PA, with his wife and three children.