Jacob has over a decade of experience in the investment industry from consulting to operations. Jacob began his career in the reorganization department of AG Edwards focusing on mergers and acquisitions. Jacob then joined Hammond Associates, an institutional investment consulting firm, starting in their performance analytics department and later being promoted to an associate consultant.
Matter Family Office was the next step for Jacob, offering a wide variety of financial tools to assist families with generational planning, tax coordination, investment management, philanthropy, and overall financial wellbeing. Jacob then joined Mercer Investment’s hedge fund and private equity team, as well as becoming an integral member of the OCIO (Outsourced Chief Investment Officer) Platform. Jacob’s time was spent focusing on regulatory compliance, portfolio rebalancing, audit, cash management, and tax analysis needs for over $3bn in institutional client portfolios. Jacob joined Rockwood in April of 2020.
Jacob earned a BSBA majoring in both Economics and Finance at Southern Illinois University at Edwardsville. He has also completed multiple courses at the College of Financial Planning (Denver, CO) including Financial Planning Process & Insurance, Investment Planning, Retirement Planning & Employee Benefits.