Jake Steffens serves Carnegie Investment Counsel as Portfolio Management Associate. Jake provides operational and investment-related support to Carnegie portfolio managers. Through direct communication, he assists Carnegie clients with inquiries regarding their accounts, portfolios, and operations.
Before joining Carnegie, Jake gained experience in the financial planning/insurance industry by working as a Financial Representative with Northwestern Mutual.
Jake earned a Bachelor of Business Administration degree in Finance, specializing in investments, from Ohio University. On-campus, Jake was one of the “founding fathers” of Pi Sigma Epsilon business fraternity and was the head analyst in a derivatives investment group. Jake was born and raised in Mayfield Heights, Ohio. Outside of work, Jake enjoys playing guitar, spending time with family and friends, and enjoying the beauty of nature.
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