Jake Wheelock, CFA
Associate at Nitorum Capital, L.P.- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
New York, New York, United States, US
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Credentials
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Chartered Financial Analyst® (CFA) Charterholder
CFA InstituteSep, 2020- Nov, 2024
Experience
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Nitorum Capital, L.P.
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United States
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Investment Management
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1 - 100 Employee
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Associate
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Jul 2023 - Present
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Caveat Emptor Capital Management
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New York, NY
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Summer Research Analyst
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May 2022 - Aug 2022
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Focused Investors LLC
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United States
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Financial Services
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1 - 100 Employee
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Investment Analyst
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Aug 2017 - Jun 2021
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The TCW Group
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United States
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Financial Services
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400 - 500 Employee
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High Income Equities Intern
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Jun 2016 - Aug 2016
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Community West Bank
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Banking
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100 - 200 Employee
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Commercial Underwriting Intern
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Jun 2015 - Sep 2015
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Education
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2021 - 2023
Columbia Business School
Master of Business Administration - MBA, Value Investing Program -
2013 - 2017
University of California, Los Angeles
Bachelor’s Degree, Business Economics -
2009 - 2013
San Marcos High School
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