Unlocking Retirement Wealth: The Roth IRA Shift | Jake Bleicher - Co-Portfolio Manager of Harbor Wealth Management 00:10:00
As a Portfolio Manager, Jake helps manage our proprietary in-house strategies and supports partners with any questions about equity markets. Jake has been at Carson Wealth for over nine years. Prior to Carson, he worked as a Financial Analyst at SilverStone Group, Inc. He holds a bachelor’s degree in Chemistry and an MBA from Creighton University. He also received his Master’s of Securities Analysis and Portfolio Management (MSAPM) and is a CFA® charterholder. He enjoys spending time with his family, fishing, reading, and painting. He likes to exercise, and he grows lots of plants.
