As a Portfolio Manager Associate at RWS, Jacob assists clients and the team by gathering client information, preparing financial plans, and researching investments. Jacob has been in the wealth management space for a year and is excited to continue growing in the industry. He specializes in communication, strategizing, and organization, skills that help ensure a smooth and supportive experience for every client.

Outside the office, Jacob enjoys spending time outdoors with friends and family. He’s recently gotten into snowboarding and loves taking trips to bigger mountains with a big group. At home, he shares his life with his energetic Jack Russell Terrier, Rocky.