Jake Bosworth is a Management Information Systems major at the University of Georgia’s Terry College of Business. He is an investment intern at Cardea capital and is involved in most of the company’s operations.
Jake participates in company-wide meetings, weekly investment workgroup meetings (sub-group of Investment Committee), and updates from partner investment firms. Jake is competent with technology & software and regularly works in Orion & Morningstar. He works with the Director of Portfolio Management on the rebalancing of client accounts. He also works with the National Sales Director on marketing presentations and is instrumental in the on-boarding of Junxure, a CRM tool.
In his free time, Jake likes to run, listen to music, read, and spend time with his friends and family.