Jacob Duffy is a seasoned financial professional with extensive experience in investment and financial advisory roles. Currently serving as Managing Director at Baird since March 2010, Jacob has also held the title of Director. Prior to this, Jacob worked at Morgan Stanley Smith Barney from May 2005 to March 2010 as a Second Vice President - Financial Advisor, and at Edward Jones Investments from 2003 to 2005 as an Investment Representative. Jacob earned a Bachelor's degree in Finance from Washington State University and completed a program in Personal Financial Planning at UCLA from 2019 to 2020.
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