Jake Ethridge

Jake Ethridge joined Peerless Wealth after graduating from Ohio University with a degree in Computer Science and a minor in Finance. He supports the firm’s investment research, portfolio management systems, and client service operations.

Working directly alongside Erik Thompson and the Peerless Wealth team, Jake assists with portfolio analysis, model management, investment research, and the ongoing implementation of client investment strategies. His analytical background and technology expertise help Peerless continue to refine and improve its portfolio management processes and client experience.

Prior to his role at Peerless Wealth, Jake gained valuable experience across investment analysis and financial technology roles. His background includes hands-on work with predictive portfolio modeling, financial software integration, and data-driven risk analysis—skills that now enhance the firm's strategic capabilities.

While at Ohio University, Jake was a member of the Ohio University Derivatives Management Group and a Division I cross country athlete. He is currently a CFA Level II candidate.