Working With Retirement Plans
Nov 29, 2023 - 7:30 AM (ET) - Wolfert's Roost Country Club, 120 Van Rensselaer Blvd, Albany NY
Hosted by New York Capital Region, Albany, NY
About this Event
Jake Cooper joined HPA as Vice President and Senior Financial Advisor. Jake utilizes a comprehensive financial planning approach to formulate holistic plans that assist both high net worth and institutional clients reach their financial objectives. During Jake's tenure with HPA he earned the CERTIFIED FINANCIAL PLANNER™ designation.
He brings a wealth of industry knowledge through his previous roles; most recently as a Senior Financial Consultant for Manning & Napier where he was responsible for advising as well as growing the client relationships in the Capital Region, New York City, and New England. Prior to this role, Jake also served in client facing roles as an Internal Regional Consultant as well as a Client Services Associate.
Jake graduated from Hartwick College with a B.A. in Economics and was also captain of the Men’s Lacrosse team. Jake currently lives in Saratoga where he enjoys golfing and spending time in the Adirondacks.