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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