Jake Vogelsang, AIF®Senior Investment Consultant
Jake Vogelsang is a Senior Investment Consultant for PFE Advisors, Inc. d/b/a The PFE Group. Jake has more than 20 years of retirement plan industry experience working with qualified and non-qualified retirement plans sponsored by corporations and not-for-profit organizations. At PFE, Jake focuses on investment analysis and manager due diligence, and oversees report production in the Hunt Valley office.
Prior to joining The PFE Group, Jake was a Regional Director with Wells Fargo Institutional Retirement Services. He has held sales and relationship management roles with State Street Bank and Wachovia Bank, and worked in client services at Fidelity Investments.
Jake holds an M.B.A. in Finance from Wake Forest University and a B.S. from Lehigh University. He is an Accredited Investment Fiduciary (AIF®), and is studying to obtain the Certificate in Investment Performance Measurement (CIPM®) designation.