Jake Borbidge

Chief Investment Officer at Avidian Wealth Solutions
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Contact Information
us****@****om
(386) 825-5501
Location
Sugar Land, Texas, United States, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Chief Investment Officer
      • Aug 2023 - Present

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Investment Advisor
      • Sep 2021 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Portfolio Manager
      • Feb 2020 - Aug 2023

    • Head of Research
      • Apr 2014 - Aug 2023

      Direct research effort for Invesco Solutions.

    • Portfolio Manager
      • Feb 2016 - Feb 2020

      Portfolio manager for the Invesco Global Solutions team

    • Senior Analyst
      • Apr 2004 - Apr 2014

      Equity and Quantitative Research

    • Oil and Gas
    • 700 & Above Employee
    • Engineer
      • Jul 2002 - May 2004

Education

  • University of Houston
    MS, Finance
    2003 - 2005
  • University of Houston
    Master of Science - MS, Finance, General
    2003 - 2005
  • Lehigh University
    BS, Mechanical Engineering
    1998 - 2002
  • Lehigh University
    Bachelor of Science - BS, Mechanical Engineering
    1998 - 2002
  • Lehigh University
    Bachelor's of Science, Mechanical Engineering
  • University of Houston, Bauer College of Business
    Master's of Science, Finance

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