JZ³
Jake Zelnick
Principal investments. Advisory work for financial institutions.
Jake Zelnick was at Wells Fargo from 2001 to 2021, the last eight years as Head of Asset-Liability Management. Since leaving he has invested in private companies and commercial real estate, and worked on a contract basis advising financial institutions on treasury and balance sheet matters. He now invests his own capital directly, primarily in real assets, through JZ Three. He lives in Charlotte, North Carolina, with his wife and daughter.