Next Generation: Wealth Management Profile – Jake Hamlin 

Connect Money presents our inaugural Next Gen Wealth Management series. Throughout the past several months, we asked professionals in the wealth management industry to nominate those who have made an impact both in and out of the office, whether through efforts to reshape the organization or community outreach.  

Today, we feature Jake Hamlin, partner, wealth Advisor at Chicago Capital, a registered investment advisory firm. 

What are the nominee’s job duties/role? 

Partner, Wealth Advisor 

What milestones, in and out of the organization, has the nominee achieved? 

Jake has been in the investment business since 2009. He joined Chicago Capital in 2021. Jake has helped clients of the firm navigate the financial markets and grow their assets. Jake has been featured as one of the 10 top most influential leaders in wealth management by Insight Success magazine. 

In what areas of work has the nominee exceeded expectations? 

Jake started his career in commercial banking which allowed him to gain experience in multiple financial sectors. He gravitated towards the private wealth advisory space where his goal has been to build an advisory practice focused on putting his clients first and helping them feel comfortable surrounding all aspects of their financial lives. 

How has the nominee reshaped the organization? 

Jake is a people person and takes great pride in developing relationships. He is a leader who focuses on helping his clients with their goals and objectives by providing them with tailored financial advice and customized portfolio management.  

What role (if any) does the nominee play in the community? 

Jake is a member of the Advisory Board of the Western Golf Association Evans Scholars Foundation, a non-profit organization. 

What is one aspect outside the organization that we should know about the nominee? 

Jake enjoys spending his free time with his wife and three young children.