Tschetter Group
Peter Jacobs, CFA®, CFP® is a seasoned financial professional with extensive experience in investment management and research. Currently serving as a Senior Portfolio Manager at Tschetter Group since August 2022, Peter previously held the position of Chief Investment Strategist for Stifel RMG Group from May 2017 to August 2022. Prior to that, Peter was the Principal at Jacobs | Broel Asset Management, LLC, an independent asset management firm focused on separately managed accounts and the Jacobs | Broel Value Fund. Peter's earlier career includes a role as Director of Research at Ragen MacKenzie, where management of equity research was key. Peter's career began at The Boeing Company as an Operations Analyst. Academically, Peter holds an MBA in Finance and Accounting from The University of Chicago Booth School of Business and a BS in Aerospace Engineering from the University of Cincinnati.
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Tschetter Group
Tschetter Group is an ensemble team of financial guides and investors using a value-based approach that gives people optimism about life and money. Founded with the belief that wealth is within reach for anyone who believes they can achieve it, the team uses a steady and proven process of carefully researching the market to discover opportunities that produce long-term results. We are curious about—and we listen to—each client’s story. And we deliver advice and results firmly connected to what matters most to them. Working with newer and seasoned investors, families and executives, startup entrepreneurs and established business owners, Tschetter Group guides clients towards a future of confidence, assurance and prosperity.