Jake Bleicher

Portfolio Manager

Previously a Financial Analyst, Jake plays a key role in researching companies to identify potential investment holdings. As a Portfolio Manager on our Investments team, Jake supports continued research in all investment strategies for Carson.

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Blog • Investments

ARMing the Future: The Year’s Largest IPO Signals a Market Thaw

Posted on September 18, 2023
On Thursday, Arm Holdings (ticker: ARM) made, what some people may say, a triumphant entrance onto the public stage, securing its place as the year’s largest initial public offering …

Blog • Investments

Turning the Tide: A Small Cap Resurgence

Posted on September 15, 2023
Small cap stocks have dramatically underperformed large caps year-to-date. This isn’t a recent phenomenon. Small caps have lived in the shadows of their largest peers, particularly mega cap technology …

Blog • Investments

On the Margin: Taking the Pulse of Profitability

Posted on September 13, 2023
“Profitability is not an afterthought. It's the foundation of our business.”  - Jeff Bezos Despite slowing sales growth, our on-going optimism about equities continues to be driven by fundamentals. …
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The information included herein is for informational purposes and is intended for use by advisors only, and should not be copied, reproduced, or redistributed without consent of CWM, LLC. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.

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