Jacob Bick

Jacob (Jake) Bick is an Associate at Windsor Advisory Group in Columbus, Ohio, where he collaborates with clients on comprehensive wealth management and financial planning solutions. His responsibilities include supporting multi-generational families with complex financial strategies, analyzing investment opportunities, and assisting in implementation across Windsor's family office service platform.

His expertise centers around private wealth management, with a particular focus on advising high-net-worth individuals and families. While Windsor provides holistic guidance, Jake's role involves research and portfolio analysis, coordination of family office services, and exposure to private markets and alternative investment strategies tailored to sophisticated client needs.

Prior to Windsor, Jacob served as a Fund Services Representative at Johnson Investment Counsel, where he supported investment operations, and as an Accounting Assistant at Fifth Third Bank, gaining foundational experience in finance and client relations. He holds a Bachelor of Business Administration in Finance from the University of Cincinnati Carl H. Lindner College of Business, demonstrating strong analytical and client service skills.