Since earlier this year, he has served Fifth Third Bank as Vice President, Private Markets and Alternative Investment Strategist facilitating the bank's private investment offerings.
CINCINNATI, OH, October 03, 2023 /24-7PressRelease/ -- Jake Forrester has been included in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. Forrester has been recognized for his leadership and tenure in the wealth management industry. Since earlier this year, he has served Fifth Third Bank as Vice President, Private Markets and Alternative Investment Strategist facilitating the bank's private investment offerings. He previously served as Vice President, Regional Portfolio Strategist for Key Private Bank. Furthermore, he was with Fifth Third Bank from 2018 to 2021 as a Private Client Services Portfolio Manager executing investment programs. He spent the previous two years as an associate investment manager for Mirador Family Wealth Advisors, Fifth Third Bank's multi-family office, serving ultra-high net-worth clients' portfolios and investment needs.
As the Private Markets and Alternative Investment Strategist, he and his team conduct due diligence efforts for various Private Equity and Private Credit funds that will be allocated to client portfolios within Fifth Third's propriety and custom Private Placement Program. Mr. Forrester also investigates current and prospective alternative investments to enhance risk / reward portfolio characteristics for Fifth Third Bank Investment Management clients.
As the Regional Portfolio Manager and Private Client Services Portfolio Manager, he directly managed more than $450 million in assets at a given time. He has also assisted with asset allocation committees to influence the strategy for his clients' portfolios in various risk postures. Among many other goals, Mr. Forrester has successfully helped with the onboarding of various trading systems.
Throughout the course of his professional career in the industry, Mr. Forrester has derived great satisfaction from making a difference in his clients' financial health and helping them achieve their goals. He also finds inspiration in his father, an executive in a similar field. Mr. Forrester attributes his success, determination, competitiveness, and work ethic to his experiences as a college athlete and has become passionate about being the best version of himself for others.
Actively involved in the Cincinnati community, Mr. Forrester has been a baseball coach from 2016-2022. He has also participated with the Freestore Foodbank, a nonprofit organization that addresses food insecurities.
Mr. Forrester graduated from Colerain High School in 2010. Shortly thereafter, he earned a Bachelor of Science in finance from Williams College of Business at Xavier University in 2014. During his college years, Mr. Forrester was twice recognized by Xavier University with a Kohlhepp Top Scholar Award between 2011 and 2012 and from 2012 to 2013. He also received the Xavier Baseball Musketeer Award in 2013.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Marquis celebrates its 125th anniversary in 2023, and Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® publications may be visited at the official Marquis Who's Who® website at www.marquiswhoswho.com.
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