Investments

Jake Byrne

Associate, Capital Markets

JakeByrneBrokerCheck.com

Jake Byrne is an Associate in the Capital Markets department at Phoenix Capital Group, bringing 5 years of industry experience. He holds a BA in English from the University at Albany, SUNY. Prior to joining Phoenix Capital Group, Jake served as the Associate Vice President of Capital Markets and National Accounts at ARCTRUST Private Capital, where he played a key role in shaping the firm’s capital markets strategy. His financial services career began in 2008 at Bloomberg and he has expertise in alternative investments, focusing on private credit, preferred equity, and DST offerings. Jake currently holds his Series 7 and 63 licenses.

Before transitioning to finance, Jake had a successful career in the wine and spirits industry, working in retail management, distribution, and wine production. Originally from Syosset, New York, Jake enjoys golf, traveling, and the New York Knicks. At Phoenix Capital Group, he is passionate about helping clients achieve their financial goals while contributing to the company’s growth.

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