Dan Jacob

Relationship And Private Client Portfolio Manager at Beaumont Financial Partners

Dan Jacob is currently working as a Relationship and Private Client Portfolio Manager at Beaumont Financial Partners since October 2005. Prior to this, Dan worked as a Financial Consultant at Fidelity Investments from May 1997 to August 2005. Dan obtained a BBA in Finance and Operations Management from the University of Massachusetts Amherst in 1995.

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Manager

Thomas J. Cahill

Director Of Wealth Management

Peers

Tom Cahill

Partner

Robert J. Depascale

Relationship Manager

Daniel B. Jacob

Relationship Manager

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Timeline

Relationship And Private Client Portfolio Manager
October, 2005 - present

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