Jacob is a Senior Associate in the Pennsylvania office.
Prior to joining Cerity Partners, Jacob served as a Client Relations Associate at Permit Capital Advisors, LLC and was responsible for working with clients by providing point of contact support. Jacob also performed back-office functions including client reporting, portfolio implementation, and portfolio monitoring. Before joining Permit Capital Advisors, Jacob worked as an analyst at SEI.
Jacob received his MBA with a certificate in Business Analytics, as well as his B.S. in Finance and Economics from West Chester University.
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