Jake Milberg
About Jake Milberg
Jake Milberg is an analyst currently working at Stone Point Capital in the New York City Metropolitan Area. He has previous experience at RSM US LLP and Mufson Howe Hunter & Company, and holds a Bachelor of Business Administration from Boston University.
Current Role at Stone Point Capital
Jake Milberg currently serves as an Analyst at Stone Point Capital, a position he has held since 2021. His role involves analyzing investment opportunities and supporting the firm’s investment strategies. Stone Point Capital is known for its focus on financial services and has a reputation for leveraging data-driven insights to inform decision-making.
Previous Experience at RSM US LLP
Jake Milberg has extensive experience at RSM US LLP, where he worked in various capacities. He served as a Senior Associate in Valuation Services for 10 months in 2021. Prior to that, he was a Valuation Services Associate from 2020 to 2021 for one year. His tenure at RSM also included a role as a Valuation Services Intern in 2019 for two months, where he gained foundational experience in valuation methodologies.
Summer Analyst Role at Mufson Howe Hunter & Company
In 2018, Jake Milberg worked as a Summer Analyst at Mufson Howe Hunter & Company for two months. This role provided him with exposure to investment banking and financial advisory services, contributing to his understanding of market dynamics and client engagement.
Education at Boston University
Jake Milberg studied at Boston University, where he earned a Bachelor of Business Administration degree. His studies focused on Business Administration and Management, General, and he completed his degree from 2016 to 2019. This educational background laid the groundwork for his analytical skills and understanding of business operations.