As part of the Partnership Integration Department, Jacob works closely with Beacon Pointe’s Board of Directors on pursuing new advisor partnership opportunities across the country. He is responsible for overseeing financial due diligence during these processes, in addition to strategic projects and analysis for the senior management team at Beacon Pointe. Prior to joining Beacon Pointe Advisors, Jacob worked as an Associate within the Leveraged Finance and Debt Capital Markets team at Citizens Financial Group. Jacob graduated from Babson College with concentrations in Finance and Legal Studies, and was actively involved in the Babson Investment Banking Association and Center for Career Development. During his time in school, he spent four months living and volunteering in Sub-Saharan Africa across Ghana, Rwanda, and Kenya, as well as pursuing independent research related to entrepreneurship across the continent. He has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of New York.
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