Jake joined Passive Capital Management, LLC in 2017. Prior to joining the firm he was a financial advisor with Greenspring Wealth Management, PNC Wealth Management, and Deutsche Bank Alex Brown. His background and experience will allow him to service individual and institutional clients. Jake is a candidate for CFP® certification. After growing up outside of Philadelphia, he earned his Bachelor of Arts in Economics from Gettysburg College in 2010 and his Masters of Management from Wake Forest University in 2011.
Jake resides in Baltimore.
Prior to joining Passive Capital Management, LLC in 2007, Mimi had over 30 years of Wall Street experience at C. T. Williams and Company, Alex. Brown & Sons, First Union Securities, Wachovia Securities, and Brown Advisory. While at C. T. Williams & Company, Mimi learned all aspect of brokerage operations and administration. During her 20 years at Alex. Brown & Sons she focused on International institutional accounts and was instrumental in opening branch offices in London, Geneva, Paris, and Tokyo. Mimi also worked in institutional equity sales at First Union and Wachovia Securities. At Brown Advisory, Mimi served as a marketing associate.
Mimi resides in Baltimore.
Jonathan is a founding member of Passive Capital Management, LLC. Prior to founding PCM in 2006, he provided institutional equity research to institutions in Boston, New York, Philadelphia, Milwaukee, and Chicago while serving as Managing Director at Alex. Brown & Sons, Banker’s Trust Alex. Brown, Deutsche Bank, and Wachovia.
Jonathan graduated magna cum laude from Oregon State University in 1979 and he resides in Baltimore.
Jeff joined Passive Capital Management, LLC in 2018. Prior to joining the team, he worked four years as a Financial Advisor with Garrison Advisors, LLC. His background and experience will allow him to service individual and institutional clients. Jeff earned his Certified Financial Planner (CFP®) certification in 2018 and he will be able to assist clients in forming a strong financial foundation by clearly defining their goals and setting forth the strategies needed to achieve them.
Jeff was raised in the Baltimore area and attended Georgetown University where he graduated with a Bachelor of Arts in English. During his time at Georgetown he was a member of the Men’s lacrosse program.
Jeff currently resides in Baltimore.
Jack began his professional career as an accountant at Dermody, Burke & Brown, CPAs, LLC. As a Senior Audit Associate at Dermody, Burke & Brown, CPAs, LLC, Jack serviced closely-held businesses and not-for-profit entities, where he assisted in educating and advising his clients on various accounting related matters. After leaving public accounting, Jack joined Community Bank, N.A. as a Senior Financial Reporting Accountant where he worked on acquired loan accounting, month-end closing and quarterly filings with the SEC. Jack received a Bachelor of Science Degree in Business from Le Moyne College and a Bachelor of Science Degree in Accounting (Cum Laude) from State University of New York (SUNY) at Oswego. Jack is working to complete the certification process to earn his designation as a Certified Public Accountant (CPA).
Jack attended Syracuse University his freshman year and was a member of the 2008 Men’s lacrosse National Championship team before transferring to Le Moyne College where he was a member of the Men’s lacrosse program. He currently resides in Central New York.
Scott is a founding partner of Passive Capital Management, LLC. He began his finance career as an investment banking analyst working on corporate financings at Alex. Brown & Sons in Baltimore, MD. He then worked in the Equity Capital Markets divisions of Deutsche Bank and Wachovia Securities in Baltimore and Boston. Prior to founding PCM in 2006, he worked at RJR Associates in Syracuse, NY and provided investment advisory services to institutions and individuals. Scott earned his CFA® designation in 2001 and graduated cum laude with a Bachelor of Arts degree in Economics from Princeton University.
While at Princeton, Scott was a member of the 1992 and 1994 NCAA Division I National Championship lacrosse teams. He currently resides in Central New York.
David joined Passive Capital Management, LLC in 2015. Immediately prior, he spent six years at Wilmington Trust managing the technology investments of a mid-cap growth fund. Prior to this, David spent fourteen years as a sell side analyst with Wachovia Securities (1999-2006), Legg Mason (1998-1999), and BT Alex. Brown and its predecessor Alex. Brown & Sons (1992-1998). David earned his CFA® designation in 1992 and his CFP® certification in 2018. He earned his Bachelor of Science in Economics from the Wharton School, University of Pennsylvania in 1988 and his Masters in Management from the Kellogg School, Northwestern University in 1992.
David resides in Baltimore.
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