Jacob is responsible for developing offering memorandums, financial analysis, preparing financial modeling, conducting industry research, and drafting proposals, presentations, and other marketing materials. He resides in Cleveland, Ohio.
Education, Licenses, and Certifications
- Bachelor of Business Administration from the University of Michigan
- SIE — Securities Industry Essentials Examination
Prior Experience
- Portfolio Associate at Clearstead
- Management Consultant at Cohen & Co
Professional and Community Involvement
- Involved in the Association for Corporate Growth (“ACG”)
