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Client and Corporate Services

Biography

Jacob is an Associate in the Chicago office. He is a member of the Compliance Team, providing support to the Chief Compliance Officer and team with the day-to-day administration and oversight of the firm’s compliance program.

Prior to joining Cerity Partners, Jacob was an Associate at First Trust Capital Management L.P. and a Senior Associate at IQ-EQ Fund Services LLC.

In his spare time, Jacob enjoys going on adventures with his pup Milky Way.

Education

  • B.S. in Political Science from Texas A&M University

Highlights

  • Terry Scholar
  • Terry Scholar
  • Outstanding Achievement in Securities Analysis & Portfolio Management by Morgan Stanley

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.