Profile
Jacob J.
Boak is a Senior Equity Research Analyst at Manning & Napier Advisors LLC since 2017.
Prior to this, he worked as a Research Analyst at Bryce Capital Management LLC in 2007.
He completed his undergraduate degree at Hobart & William Smith Colleges.
Jacob Boak active positions
| Companies | Position | Start |
|---|---|---|
Manning & Napier Advisors LLC
 Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Analyst-Equity | 31/12/2007 |
Former positions of Jacob Boak
| Companies | Position | End |
|---|---|---|
Bryce Capital Management LLC
 Bryce Capital Management LLC Investment ManagersFinance Founded in 1999, Bryce Capital Management LLC is a registered investment advisor located in Pittsford, New York. The firm is a subsidiary of Forté Capital LLC. They provide discretionary investment management services to individuals and institutions. | Analyst-Equity | 30/12/2007 |
Training of Jacob Boak
| Hobart & William Smith Colleges | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Manning & Napier Advisors LLC
Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Finance |
Bryce Capital Management LLC
Bryce Capital Management LLC Investment ManagersFinance Founded in 1999, Bryce Capital Management LLC is a registered investment advisor located in Pittsford, New York. The firm is a subsidiary of Forté Capital LLC. They provide discretionary investment management services to individuals and institutions. | Finance |
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