Jacob is an Assistant Vice President, Investment Analyst in Whittier Trust’s Orange County Office. He advises clients on portfolio strategy, including asset allocation, risk management, capital market expectations, and tax-efficient investing. Additionally, he focuses on equity research in the Health Care sector.
Prior to joining Whittier Trust, Jacob gained invaluable experience at Wells Fargo, where he assisted clients experiencing mortgage hardships.
Jacob earned a Bachelor of Business Administration in Finance from the Tippie College of Business at the University of Iowa. He is a CFA® charterholder and a member of the CFA Society of Orange County and the CFA Institute. He is currently an MBA Candidate at the USC Marshall School of Business.
Outside of the office, Jacob enjoys spending time with his family, traveling, and supporting the Iowa Hawkeyes.