Client and Corporate Services


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.


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


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

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