Jake MacFarlane Earns CFA® Charter, Strengthening Leadership at FourThought Private Wealth

FourThought Private Wealth is excited to share that Jake MacFarlane, a key member of our investment committee, has recently earned the Chartered Financial Analyst (CFA®) designation. This is a huge achievement for Jake and reinforces his critical role in shaping our investment strategies and providing exceptional service to our clients.

Scott Pinkerton, Managing Partner at FourThought, shared his thoughts on Jake’s accomplishment: “This certification symbolizes Jake’s work ethic, smarts, and hard work. The rigor of this designation is unparalleled in our industry. This will allow us to expand and deepen our services to our clients.”

As a CFA® Charterholder, Jake adds even more expertise to his position as a Research Analyst here at FourThought. He’s deeply involved in managing our investment models—especially individual equity strategies—and is constantly working on fresh investment ideas. His day-to-day involves digging deep into company research and developing screening algorithms to make sure portfolios align with what our clients want and need.

Jake also plays a leading role in our alternative investment strategies. He’s responsible for researching, selecting, and managing the funds we offer, making sure every choice reflects our commitment to long-term value, risk management, and growth.

In addition to his work with investments, Jake collaborates closely with our Chief Investment Officer and takes time to mentor junior analysts, helping them grow into their roles and maintain the high standards we hold ourselves to at FourThought.

Jake graduated from the University of South Florida with a finance degree and started out as a licensed insurance agent before moving into wealth management. Now, with his CFA® designation, Jake’s dedication to financial analysis and ethical standards stands out even more, strengthening our position as a leader in wealth management.

FourThought Financial Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”).  SEC registration does not imply a certain level of skill and or expertise.