Jake Orsborn
Wealth Management Associate
Joined RMB
June 2023
Education
BSBA, Business Administration & Finance, University of Denver
Accreditations
Affiliations
- Solich Caddie & Leadership Academy Volunteer
Previous Experience
- AMG National Trust, Financial Analyst Level III
- Transtar Insurance Brokers, Associate Account Executive
- Lincoln Financial Advisors, Financial Services Intern
Bio
Jake works as a Wealth Management Associate at RMB Capital where he is responsible for supporting RMB's Wealth Advisors in the planning process.
Prior to joining RMB, Jake amassed nearly five years of experience in the financial services industry, most recently as a Financial Analyst with AMG National Trust, a privately-held wealth management firm headquartered in Denver, Colorado helping individuals and families, corporate executives, business owners and institutions develop strategies for long-term financial success.
Jake earned his BSBA from the University of Denver with a degree in Finance. Jake was an honors caddie at Castle Pines Golf Club and Cherry Hills Country Club, and stays involved with caddie programs by training incoming rookie caddies at Cherry Hills Country Club and Common Grounds Golf Club in the spring.