Jake joined NCP in 2018 and is primarily responsible for evaluating and underwriting new investment opportunities.
Prior to starting at NCP, Jake worked as an Investment Banking Analyst at SunTrust Robinson Humphrey, where he focused on mergers and acquisitions, debt financings, and equity issuances for public and private companies in the Technology, Media & Telecom Group. Before his time at SunTrust, Jake was an Associate at Ernst and Young in the financial services practice.
Jake holds a Master in Professional Accounting and a BBA in Accounting with a concentration in Finance from the University of Texas at Austin. He is also a licensed CPA in the state of New York and has passed Level I and II of the CFA Program.
Of the five NCP Values, which is your favorite one? Why?
My favorite NCP value is “Focus on excellence and get great results.” Every morning I wake up and think of three things that I want to complete professionally and three things that I want to complete personally. I center each day around goals and results because I strive to spend time on things that move me forward.
What professional accomplishment are you most proud of?
I am most proud of helping people grow. At STRH, I helped interns and first-year analysts learn core technical skillsets and think about where they could add value. At NCP, I have helped our companies find A-player executives to help CEOs grow their businesses. At the center of a company’s value is its people. Industry dynamics will shift, but people that have a passion for their products and serving their clients will drive long-term value.
What fact about you might people be surprised to learn?
I’ve always had this “thing” about wanting to live in Alaska. I enjoy being outside during the weekends; you will find me at Ruffner Mountain, Oak Mountain or the zoo most of the time.