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 throughout 2012. Mr. Mortell has over 20 years of industry experience, including 16 years dedicated to 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. Mr. Mortell serves as the Advisory Services team leader and has responsibility for the Western region.

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May 06 2019

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