Secured Retirement is pleased to welcome Jacob McCue to our portfolio management team.
Jake is both a Chartered Financial Analyst (CFA®) as well as a Certified Financial Planner™ (CFP®). The combined financial force of these designations creates an excellent foundation for our advisory and investment processes, bolstering Secured Retirement’s investment capabilities and model performance across all areas of the market.
Having previously collaborated with Secured Retirement leadership, Jake was a natural choice to join the firm this past October. Since then, Jake has demonstrated exceptional dedication and expertise in investment and financial strategy. With over a decade of experience, he brings a wealth of knowledge derived from previous roles, including trust investment advisor at a large national bank and investment manager for independent retirement investment advisors.
As part of Secured Retirement’s portfolio management team, Jake will leverage his background to construct portfolios tailored to each client’s unique needs. This continued development of our internal portfolio management expertise highlights a level of fiduciary-based planning rarely seen in firms our size. We’re excited to see him thrive as he steps into this role as investment strategist!
Read more on Jake and the rest of the stand-out Secured Retirement staff on our team page.
Jacob McCue
Investment Strategist/Advisor
Secured Retirement
