Jake brings extensive planning skills and vision to the Cherrytree Group. As vice president, he joins Warren and Melina in developing and administering strategic planning for both the short- and long-term. He uses his expertise to identify eligible tax credit opportunities, as well as helping to secure Brownfields Tax Credits — always with the goal of saving Cherrytree’s clients tens of thousands of dollars.
Jake draws upon his years of client service experience to communicate and coordinate with Cherrytree clients with the aim of identifying the strongest matches in tax credit programs. He oversees the back-end support for state historic and environmental tax credit deals, manages compliance for federal transactions, maintains the company’s various entities, oversees corporate filings and assists the federal tax credit team. Additionally, he guides Cherrytree’s state tax credit buyers and is often the lead on Brownfields and historic projects.
Prior to joining the Cherrytree Group, Jake had a successful career as a licensed real estate broker and he still remains active in that community. Jake holds a Bachelor of Science from Bridgewater State University.