Jake Mortell

Jake Mortell is Versus Capital’s National Director of Advisory Services.  Mr. Mortell joined Versus Capital in March of 2013 after providing RIA-focused sales and marketing consulting to the firm since early 2012. He has over 20 years of industry experience with most of his career dedicated to serving the RIA channel. He has represented numerous asset managers to RIAs through his own firm, Candlewood Advisory Partners, LLC and previously with Sincere & Company, LLC. During his career he has advised on, developed and implemented sales and marketing plans for a wide array of investment strategies including private equity real estate, real estate whole loan debt financing, global macro long/short, small cap value, global tactical asset allocation, and international equities, as well as several others.  Mr. Mortell has passed the series 6, 7, 24, and 66 securities examinations and is a graduate of Dartmouth College.

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jmortell@versuscapital.com

May 06 2019

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