Jacob is Director of Trading & Portfolio Advisory at Slatestone with 18 years trading and operations experience in the wealth management industry. At SlateStone, he is responsible for overseeing and executing portfolio trades on behalf of the firm’s portfolio management team and ensuring client accounts are invested in accordance with agreed upon objectives.

He further supports the investment team in generating performance summaries and other materials for portfolio reviews and proposals for existing and prospective investors.

Prior to joining Slatestone, Jacob has held similar roles at Forbes Family Trust, Boston Private Wealth and Silicon Valley Bank. Previously Jacob worked as a Trader at Banyan Partners as well as Gelber Group Securities at the Chicago Board of Trade.

Jacob holds a Bachelor of Science from Milwaukee School of Engineering. In his free time, he enjoys playing golf and ice hockey.