Jake Catalfo is an Internal Regional Consultant with Callodine Wealth Solutions. In this role, he is responsible for sharing financial market insights and explaining complex financial concepts, offering investment solutions tailored to client needs and objectives, and effectively communicating investment strategies, performance, and portfolio positioning to financial advisors throughout the Midwest and Southern territories. Jake joined the firm in 2026 and has three years of investment industry experience. Prior to his current role, he held positions at KeyBank and Ameriprise.

Jake earned a BS in Finance from the University at Buffalo and holds the Series 7 and 63 licenses.

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Employed by Manning & Napier Advisors, LLC ("Manning & Napier"), a subsidiary of Callodine Group, LLC. Callodine Wealth Solutions is a brand of Manning & Napier, an SEC registered investment advisor. Securities offered through affiliate, Manning & Napier Investor Services, Inc., member FINRA. For important information about Manning & Napier, please visit our disclosures page.