As the Head of Wealth Management, Jacob is the leader of the Private Client Group, NorthCoast’s high net worth retail client division. Primary responsibilities include collaborating with the leadership team to implement the firm’s strategic plan, evaluate and implement new growth opportunities, and partner with senior cross-functional leaders to execute projects. Jacob manages a team of financial advisors ensure the company delivers a superior client experience, attracts and retains high-value advisors, and achieves key performance targets.

A full-service investment program providing customized market-based solutions in a tax-free or tax-deferred program.

Jacob is a Senior Vice President with NorthCoast, overseeing advisory services in the Midwest region. His primary responsibility is to provide comprehensive wealth management advice and investment solutions to investors. Jacob is also the head of NorthCoast’s structured settlement investment division. Since its founding in 2017, the program provides attorneys and their clients’ tax-deferred investment portfolios through a customized structured program. Since joining NorthCoast in 2011, Jacob has led many of the company’s client-first initiatives. He has served in a leadership role as Head of Client Experience, transitioning the company to a personalized service model. Jacob led the effort of building NorthCoast’s client portal, providing clients real-time access to their investments including holdings, asset allocation and performance reporting along with helpful insight and information about market commentary, strategy highlights and research reports. Originally from the Cleveland area and currently residing in Chicago, Jacob graduated from Indiana University before pursuing his career in investment management. NorthCoast Asset Management is a leader in the field of systematic investment management, specializing in quantitative research and constructing risk-managed investment solutions. The firm's key focus is to construct and manage growth solutions designed to mitigate capital loss during bear market cycles utilizing a systematic and rules-based process.

Our mission is to deliver personalized advice through a collaborative alliance of experienced, trusted professionals. Through this alliance we help people build wealth, enjoy what they’ve worked hard for, and leave a legacy they can be proud of. Our goal is to support your entire financial life.

Cablevision Advanced Platforms offers a full suite of highly differentiated products that deliver enhanced relevance, consumer engagement and rich campaign metrics, analytics and insight. Cablevision was first to offer dedicated branded channels and other advanced products including, the first and largest deployment of addressable advertising, and the introduction of Optimum Select RFI that empowers digital cable customers to immediately respond to commercials through their TV remote control and engage directly with the advertiser.

June 2008 - May 2009 | Regional DirectorManaged national program events designed to train organization’s members and alumni in sales & recruitment, leadership development, and personal & professional advancement. SigEp offers several different local, regional and national leadership events designed not only to help members run a successful organization, but to become stronger leaders throughout their lives.

The Indiana University Foundation maximizes private support for Indiana University by fostering lifelong relationships with key stakeholders and providing advancement leadership and fundraising services for campuses and units across the university.