Jacob Rue

Jacob B. Rue is a seasoned Portfolio Manager and Advisor at Shore Point Advisors, bringing over 25 years of institutional experience from Wall Street to his clients. With a commitment to delivering a straightforward and principled approach, Jake excels at transforming complex financial situations into manageable and aligned tasks. His extensive expertise allows him to guide clients with clarity and confidence, ensuring their financial goals are met with precision.

Jake holds an MBA in Finance and International Business from the Stern School of Business at New York University, alongside an undergraduate degree from Rice University in Houston. He has earned professional designations as a Retirement Income Certified Professional (RICP®) from the American College of Financial Services and an Accredited Asset Management Specialist (AAMS®) from the College for Financial Planning, further underscoring his dedication to professional excellence.

Residing in Oceanport, New Jersey, Jake and his wife, Carolyn, take pride in their three adult children. He actively contributes to his community as a member of the Church of the Nativity Finance Committee, a former Chair of the Fair Haven Planning Board, and a participant on the Board of Governors of the Shrewsbury River Yacht Club. An enthusiastic genealogist, Jake enjoys researching his family's history, with roots that trace back to some of the earliest settlers in Monmouth County.