Mr. Michael Jacobs is an Investment/Portfolio Associate at Certuity. His responsibilities include creating portfolio allocations and investment proposals for clients, conducting investment research, and supporting the firm’s portfolio management process.
Prior to joining Certuity, Mr. Jacobs completed investment analysis internships with SGV Holdings and Strategic Asset Services, where he conducted fundamental equity research, developed investment memoranda, and evaluated investment opportunities. He also gained wealth management experience as an intern with UBS, where he assisted with portfolio allocations, market research, and investment analysis.
Mr. Jacobs earned a Bachelor of Science in Business Administration with a concentration in Finance and a minor in Computer Science from Washington University in St. Louis’ Olin Business School.
