Jake Schultz, CFA®

Director, Portfolio Oversight & Analytics

Jake Schultz is Director, Portfolio Oversight & Analytics for Destra Capital. He manages Destra’s open-end mutual fund products and oversees Destra’s secondary market support services for several NYSE listed closed-end funds. Jake contributes to the Firm’s product, marketing, and legal teams through product management and development efforts, data generation and investment content creation, as well as day-to-day operational support and documentation. Jake also sits on the Firm’s Investment Committee adding to portfolio oversight and monitoring in conjunction with manager & fund research, selection, and due diligence.

Jake joined Destra Capital in the summer of 2018 after receiving his Bachelor of Science degree in Finance from the Gies College of Business at the University of Illinois at Urbana-Champaign in May 2018. He also holds the FINRA Series 7, Series 66 securities licenses and also holds the Chartered Financial Analyst designation. Jake is a member of the CFA Institute and CFA Society Chicago.