Jake Bauer is the Vice President of Advisor Strategy for Kingsview Partners. His primary role is to support Kingsview advisors and assist them to become the advisor they always envisioned. He also serves on the Kingsview Investment Management Investment Committee, helping advisors to implement KIM strategies, and provide the best advisory experience.
Jake graduated from Indiana University’s prestigious Kelley School of Business in 2019 with a Bachelor’s Degree in Finance and International Business. In addition, he was accepted into the Hutton Honors College and awarded Distinction for his work in his major. During his undergraduate experience, Jake excelled out of the classroom working for one of Chicago’s largest local banks, Wintrust Financial in both Treasury Management and Credit Analysis and had frequent meetings and presentations with upper management.
When he is not on the phone with advisors, Jake enjoys golf, working out, and spending time with family. He is also very passionate about philanthropy, as his family created the Lauri S. Bauer Foundation for Sudden Loss and incorporates that passion into his everyday life. Jake lives in Chicago with his brother, Alex, and Husky Maverick.