Biography
As Chief Investment Officer at Accredited, Jacob spearheads the investment group that manages client portfolios. He is a member of Accredited’s investment committee, meets directly with clients, and coordinates with Accredited’s Wealth Managers to create innovative solutions for clients’ long-term planning needs.
Jacob began his career in investment banking and has expertise in investment analysis, equity research and market strategy. Through the years, Jacob has served as an informational source in the Wall Street Journal as well as appearing on CNBC and KSTP.
Jacob served as Treasurer on the Board of Directors for VocalEssence (2013-2020) and is a Carleton College Alumni Annual Fund Class Agent.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
• Carleton College – B.A. in Economics
• Chartered Financial Analyst
How do you spend your life wisely?
“For life is quite absurd
And death's the final word
You must always face the curtain with a bow
Forget about your sin
Give the audience a grin
Enjoy it, it's your last chance”
- Eric Idle
“If you ever drop your keys into a river of molten lava, let ‘em go, because man, they’re gone. ”
Jack Handey
