Jacobi provides financial technology enabling investment management teams to customize and scale multi-asset portfolio design.

Information Technology

Jacobi

Jacobi's headquarters in San Francisco, CA, United States

Tony Mackenzie

Kurt Oeler

Tanya Bartolini

Curtis Evans

Rob Wood

Charles Blaxland

The Engineering Team at Jacobi is responsible for designing, developing, and maintaining the technology solutions that drive the company’s financial products. This team, composed of software and investment engineers, works collaboratively to create robust software frameworks, optimize investment algorithms, and ensure system reliability and scalability, ultimately empowering investment management teams to innovate and customize their portfolio strategies.

Engineering Team

The Leadership Team at Jacobi is responsible for setting the strategic direction of the company, driving innovation in financial technology, and ensuring alignment across all regions and departments. This team, composed of key executives including the CEO, CTO, and regional Managing Directors, collaborates to enhance multi-asset portfolio design solutions, optimize operations, and lead market growth initiatives in investment management.

Leadership Team

This department focuses on designing, coding, and maintaining software applications.

Software Development

This department focuses on developing and managing investment strategies and technologies to optimize financial performance.

Investment Engineering

The Sales and Business Development team at Jacobi is responsible for driving revenue growth by identifying new business opportunities and nurturing client relationships. This team engages with potential clients to understand their investment management needs, demonstrates Jacobi’s innovative financial technology, and ensures successful onboarding and ongoing support for clients to maximize their satisfaction and retention.

Sales and Business Development

This department focuses on developing and implementing strategies to meet client needs and enhance service offerings.

Jacobi

Org chart

Teams

Engineering Team

Leadership Team

Software Development

Investment Engineering

Sales and Business Development

Client Solutions

Offices

Jacobi

Org chart

Teams

Engineering Team

Leadership Team

Software Development

Investment Engineering

Sales and Business Development

Client Solutions

Offices

Related companies