Jacob Miller

Co-Founder, Advisory Services at Opto Investments

Jacob was one of the top performers at Bridgewater associates with a passion for sensible long-term investing, systemizing investment processes, and distilling complex market dynamics to clear, logical linkages that help people understand goals and performance in intuitive and actionable ways.

Jacob has been managing money for family and friends since he was 16 and is a certified market junkie. While he has a background in macroeconomics and high-yield debt, he finds the challenges and opportunities in the private market space far more interesting and pressing to investors and society.

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San Francisco, United States

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Opto Investments

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Opto Investments mission is to ensure that the financial system is routing money to the best ideas while helping people build and protect their long-term financial health. Their investment platform provides financial advisors with expert insights and tools to help them discover, execute, and service private investment strategies that help their clients build long term wealth.