Jake Bosacki, JD, FSRI | Head of Corporate Programs
Jake's natural curiosity and desire to know and understand his corporate clients gives him a home team advantage as he works within their plans.
He is considered a subject matter expert in an array of corporate benefit programs, from deferred compensation plans to business equity transitions. He is a seasoned plan consultant, published author, and serial mainstage speaker.
Before joining TriAlpha Capital, Jake worked as a consulting attorney for multiple Fortune 100 insurance companies, was in the private practice of law, and was a senior consultant at a national benefits firm.
Jake holds a bachelor's in economics, a juris doctorate, is a Fellow of the Secure Retirement Institute.