Jacob is a key piece of our Private Wealth Solutions team, bringing deep experience in financial planning, investment management, and retirement planning. 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, focusing on mergers & acquisitions due diligence and execution. He joined our organization in 2024, bringing with him an abundance of experience from executing billion-dollar acquisitions and divestitures across a multitude of sectors, primarily financial services and pharmaceuticals. This background has made him an 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 with his fiancée, and enjoys spending time in South Florida.