Jake Candelino
Client Service Associate

Jake joined the team in 2025 after obtaining a Bachelor of Science in Finance from Sacred Heart Universities Jack Welch College of Business. As an Associate, Jake is focused on providing exceptional support to both clients and advisors, ensuring a smooth and efficient experience. With commitment to building strong, lasting relationships, he focuses on assisting clients, drawing on his expertise in client management from his time in the entertainment industry at Gillette Stadium.

When he’s not in the office, Jake enjoys staying active and pursuing his passions. As former captain of the Men’s Lacrosse Team at Sacred Heart, he has always had a competitive spirit. Jake enjoys golfing, skiing, and fishing, embracing every opportunity for adventure. Whether it’s teamwork on the field or making memories outdoors, Jake’s dedication to balance and growth shapes the way he approaches both his personal and professional life.