Senior Vice President at KBK Wealth Management

    Jacob combines his experience of developing custom asset allocation strategies for high-net-worth individuals with his deep concern for his clients’ well-being to bring the perfect balance of personal financial management.

    Jacob holds a bachelor of arts in finance from Penn State University. Prior to joining KBK, he was a vice president and senior portfolio manager for six years at another firm. There, he conducted in-depth product research and risk management to establish personalized portfolios.

    Jacob enjoys golf and tennis and is an avid fan of the New York Jets. Jacob and his family are active in the Greater New York Chapter of ALS. For many years he has participated in the annual For the Love of Jemma Walk to Defeat ALS.