Jacob Gilfix, CFA

Jacob Gilfix, CFA has a diverse work experience starting as an Investment Analyst Intern at AXA Advisors in 2013. Jacob then moved on to work as a Senior Investment Associate, focusing on Private Equity & Venture Capital, at Cambridge Associates from 2015 to 2019. Following this, they joined AlphaSense, Inc. as a Strategic Finance Manager from 2019 to 2021. Jacob also pursued self-employment as a Professional Daily Fantasy Sports Player from 2021 to 2022. Currently, they hold the position of Head Of Business Operations at Halo, starting in 2022.

Jacob Gilfix, CFA received their Bachelor's degree in Economics and Finance, with a minor in Mathematics, from Bentley University in 2011. Prior to that, they attended Pingree School from 2007 to 2011. In 2019, Jacob obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute.