Jake is the former Chairman and President of North American Management. Since his transition from that role, he has continued to work with key clients of the firm. Jake is currently a member of the Firm's investment committee and a Managing Member of North American Fiduciary Services, LLC. He joined North American in 1970, having previously spent 10 years with Hayden, Stone & Co. in Boston. Jake serves as the treasurer of the Sea Education Association in Woods Hole and is a trustee of the Cape Cod Foundation, chairing the investment committees of both organizations. He is a Life Trustee and former treasurer of The New England Aquarium and a member of the Boston Economics Club. Jake is a graduate of Harvard College.
Herb is the former Chairman and President of North American Management. Since his transition from that role, Herb has continued to work closely with clients in both a relationship and portfolio management capacity. He is a member of the Firm's investment committee. Herb joined North American Management in 2001, when his firm, Berents & Hess, merged with it. He brings extensive experience to the Firm, having served as President of State Street Research & Management. His philanthropic activities include serving as Trustee of Gordon-Conwell Theological Seminary and as Director Emeritus of the Billy Graham Evangelistic Association. Herb has a BME from Cornell University and an MBA from Boston University.