Jacob joined HB Wealth in January 2025 and serves as a Senior Advisory Associate after working with WMS Partners since January 2024. Jacob supports the advisory team in the preparation and implementation of client applications and enrollment forms, gathering data regarding client financial information, preparing client meeting materials, and tax coordination. He provides direct assistance to client advisors. He also collaborates with portfolio managers on the investment management of client portfolios, including public and private investments.
Jacob enjoys volunteering at the Ulman House and serving on the Cardinal Crease Club Foundation as a board member. He also coaches club high school lacrosse for the Fellowship of Christian Athletes in Baltimore, MD.
Jacob is a graduate of the University of North Carolina at Chapel Hill, where he earned a Bachelor of Arts degree while captaining the men’s varsity lacrosse team in his senior year. He continued his academic and athletic journey at Georgetown University, earning a Master of Science in Management degree from the McDonough School of Business while playing one year for the varsity men’s lacrosse team.
In his spare time, Jacob enjoys spending time with his family and friends, playing golf, and rooting for his hometown Ravens and Orioles.