Jake Weinreb, CFA

Senior Associate, Business Strategy and Analytics

Bethesda, MD
Focus Areas

Business Intelligence & Analytics
Company Strategy
Culture Development
Project Management

As a Senior Research Analyst, Jake performs in-depth research for our investment strategies including our proprietary Quality Growth Stock portfolio and conducts in-depth analysis and due-diligence on mutual funds, private investment funds and other opportunities for client portfolios. He is also a member of Colony’s Investment Committee and helps inform the investment decisions made on behalf of our clients.

In addition to his research and due diligence responsibilities, Jake is The Colony Group’s Cultural Ambassador educating our employees on the tenets of Conscious Leadership and fostering a culture of curiosity, inclusion and excellence.

Jake served as a Senior Research Analyst at Bridgewater Wealth & Financial Management prior to merging with The Colony Group. He also interned at the Department of Homeland Security, Office of the Chief Financial Advisor; and Hall Capital Partners.

Jake holds a Bachelor of Science in Mathematics and Economics from American University. In January 2019, he received the Chartered Financial Analyst® designation.

In his spare time, Jake is a devoted foodie and an avid home cook.

Published Insights

Rethinking Investment Risk

By addressing the problem of conflating volatility and risk, we redefine investment risk in a more meaningful...

Past Performance Is Not Indicative Of Future Results

This boilerplate compliance disclaimer contains some of the wisest and least heeded investment...