Jacob will support the advisory team in the preparation and implementation of client application and enrollment forms, data gathering regarding client financial information, preparation of client meeting materials and tax coordination.
He will also collaborate with portfolio managers on the investment management of client portfolios, including public and private investments.
Jacob is a graduate of the University of North Carolina at Chapel Hill where he earned a Bachelor of Arts degree while captaining the men’s varsity lacrosse team his senior year. He continued his academic and athletic journey at Georgetown University earning a Master of Science in Management degree from the McDonough School of Business while playing one year for the varsity men’s lacrosse team.
