Jake Ruppert

Investment Associate

Experience and Recognition

  • Over a decade of experience working within private and institutional equity sales
  • Former partner at Compass Point Research & Trading in Washington, D.C. where he spent eight years helping to develop the firm’s equity sales, trading, and investment banking platforms
  • Helped raise over $2 billion for 15 different publicly traded Real Estate Investment Trusts (REITs)


  • Responsible for new client origination, maintaining existing client relationships, overseeing all investment underwriting and sales of affordable housing assets throughout Ohio, Michigan, and Indiana

Education, Affiliations, and Licenses

  • Georgetown University: Masters in Real Estate 
  • St. Joseph’s University: B.S. in Finance with a Minor in Economics
  • FINRA Series 7 and 63
  • Sibley Hospital - Young Professionals Board
  • Licensed sales agent in the District of Columbia


  • Native of Washington, D.C. and enjoys spending time with his wife and two children
Jake Ruppert
Investment Associate

7735 Old Georgetown Road
Suite 301
Bethesda, MD 20814

Service Lines

Practice Groups