Jake Geller

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Consumer Services

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Profile

Jake Geller worked as an Analyst at Next Capital Management LLC from 2019 to 2021.
Prior to that, he obtained an undergraduate degree from the University of Wisconsin in 2018.

Former positions of Jake Geller

Companies	Position	End
Next Capital Management LLC Next Capital Management LLC Investment ManagersFinance Next Capital takes a fully customized, unbiased approach to managing client portfolios. The firm focuses on building diversified, outcome-oriented portfolios that emphasize risk-adjusted returns and tax efficiency with an intense focus on capital preservation. They primarily allocate client investment assets to various mutual funds, exchange traded funds, and individual equity and fixed income securities, on a discretionary and non-discretionary basis, in accordance with the client’s designated investment objective(s).	Analyst-Equity	01/03/2021

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Linked companies

Private companies	2
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Next Capital Management LLC Next Capital Management LLC Investment ManagersFinance Next Capital takes a fully customized, unbiased approach to managing client portfolios. The firm focuses on building diversified, outcome-oriented portfolios that emphasize risk-adjusted returns and tax efficiency with an intense focus on capital preservation. They primarily allocate client investment assets to various mutual funds, exchange traded funds, and individual equity and fixed income securities, on a discretionary and non-discretionary basis, in accordance with the client’s designated investment objective(s).	Finance

Private companies