Our Team
Jake Greenberg
Associate
Jacob is a key piece of our Private Wealth Solutions team, bringing his deep experience in Wealth Management, Private Placements, Estate Planning, Personal Income Preservation, Life Insurance, and Pension Plans. A graduate of the University of Miami with degrees in Accounting and Finance, Jacob launched his career at PwC in New York City in 2017, initially focusing on Mergers & Acquisitions Due Diligence and Execution. He joined our firm in 2024, bringing with him an abundance of experience from executing billion-dollar acquisitions and divestitures across diverse sectors, including financial services and pharmaceuticals. This background has made him a valuable asset in delivering exceptional client service and tailored financial strategies.
Outside of work, Jacob is an avid golfer, skier, and traveler. He currently resides in Hoboken, NJ, and enjoys spending time in South Florida.