Jake Yonally
About Jake Yonally
Jake Yonally is a Wealth Management Analyst currently employed at UBS in Chicago, Illinois. He has previous experience as an Equity Research Analyst at Merrill Lynch and has studied Economics at the University of Chicago.
Current Role at UBS
Jake Yonally serves as a Wealth Management Analyst at UBS, a position he has held since 2022. In this role, he focuses on providing financial advice and investment strategies to clients. His responsibilities include analyzing market trends and client portfolios to optimize financial outcomes. He operates out of the UBS office in Chicago, Illinois.
Previous Experience in Wealth Management
Before joining UBS, Jake Yonally worked as an Equity Research Analyst at Merrill Lynch from 2020 to 2021. His tenure lasted one year in Santa Barbara, California. In this position, he conducted in-depth analysis of equity markets and provided insights to support investment decisions. Additionally, he briefly worked as an Analyst at RDN, Inc. for three months in 2020.
Educational Background
Jake Yonally has a strong educational foundation in economics and Scottish studies. He earned a Bachelor of Arts in Economics from the University of Chicago, where he studied from 2019 to 2023. Prior to this, he completed the International Summer Programmes in Scottish Studies at the University of St Andrews in 2016. He also holds a High School Diploma from Providence School, which he obtained between 2016 and 2019.
Early Career Experience
In 2020, Jake Yonally gained early work experience as a waiter at Jane At The Marketplace in Santa Barbara, California. He worked in this role for five months, which provided him with valuable customer service skills and experience in a fast-paced environment.