Jacobi
Golzar is an experienced Investment Strategist, previously working closely with UHNW clients, providing manager due diligence, asset allocation modeling, and portfolio management at a San Francisco Bay Area-based RIA. With a deep understanding of the Jacobi platform, Golzar works with clients to connect technology to their investment processes.
Jacobi
Jacobi provides financial technology enabling investment management teams to customize and scale multi-asset portfolio design.