Jake Yeager
Senior Associate, Family Office ServicesIn May of 2020, I graduated from Miami University with a major in Finance and a minor in Data Analytics. Before attending Miami, I was drawn to finance because of the wide range of paths the field offers and developed a strong interest in wealth management early on.
I joined Fairway in 2021 and am now part of the Family Office Services team. In this role, I work closely with a select group of clients to deliver a highly personalized experience that extends beyond traditional financial management. My focus is on understanding each client’s unique goals and lifestyle and helping design tailored strategies that bring clarity and structure to their broader financial picture. I regularly use tools such as Excel and QuickBooks to analyze trends, create reports, and develop solutions aligned with each client’s objectives.
The most meaningful part of my work is being able to approach each client situation individually. Every family has different circumstances and priorities, and I enjoy developing thoughtful solutions that reflect those differences.
I live in downtown Cleveland and enjoy spending time with family and friends. Outside of work, I stay active by playing soccer, volleyball, and golf, and enjoy taking advantage of everything Cleveland has to offer.
