Jake Schoenfeld, CPA
Associate, Relationship Manager

Jake Schoenfeld, CPA is Relationship Manager and Associate at TritonPoint Wealth. Jake’s focuses include financial planning and portfolio management for high net worth and ultra-high net worth individuals, families, and 501c(3) organizations. Jake works with clients to implement a bespoke financial plan and investment portfolio that includes public and private investments in a tax efficient manner, centered around each client’s goals and objectives.

Jake started in the wealth management industry in 2022 with Goldman Sachs. Prior to joining Goldman Sachs, Jake spent the first decade of his professional career as a CPA, focusing on auditing and corporate accounting. He previously served as an Accounting Manager at GTT Communications and was a Director of Accounting at Monumental Sports & Entertainment. Jake started his career as an auditor with PwC in 2012 auditing Fortune 500 companies.

Jake graduated with a Bachelor of Business Administration in Finance and a Bachelor of Science in Accounting from Elon University. In his free time, Jake enjoys golfing, cooking, and is an avid DMV sports fan. He currently lives in Loudoun County, VA with his wife Alexandra and their two sons.