Jake Jolly, CFA

Head of Investment Analysis
BNY Mellon Investment Management

 

 Jake Jolly is a Director and Head of Investment Analysis for the Global Economics and Investment Analysis team at BNY Mellon Investment Management. In this role, Jake produces market research and investment content across asset classes to help shape the strategic investment decisions of our clients. He collaborates with portfolio managers and researchers across BNY Mellon Investment Management’s investment firms to provide a vital link between investment, product, and distribution teams.

Jake is a leading representative of the firm externally in the media. He frequently appears in various media outlets including Bloomberg, Wall Street Journal, CNBC, NPR’s Marketplace, Yahoo! Finance, MarketWatch, CNN Business, Associated Press, BBC, and Reuters. 

Prior to joining BNY Mellon Investment Management, Jake was a Portfolio Manager at systematic quant manager Dimensional Fund Advisors (DFA). At DFA, he managed the firm’s flagship $16B US Small Cap equity fund, among other factor-based strategies. Before DFA, Jake worked as an emerging markets economist at IHS Markit.

Jake received his MBA from Carnegie Mellon University’s Tepper School of Business. At Carnegie Mellon, Jake was awarded the distinction of being the graduating MBA with the highest academic achievement in Finance. He also earned an MA degree in International Economics and Finance from Brandeis University, and a BA degree in Economics and International Studies from the University of California San Diego (UCSD). Jake Jolly is a CFA® charterholder. He is based in our New York City office.