Brian Jacobs, CFA | Investment Solutions & Strategy

Brian is responsible for educating investors on Aptus’ diverse set of investment products, services, and solutions while helping design and implement new investment solutions for prospective clients.

Background & Education

Prior to Aptus, Brian had various roles at RS Investments, Mellon Capital, and PIMCO including product development, product management, and institutional client service with expertise in creating and clearly communicating unique products and solutions.

Brian holds the Chartered Financial Analyst designation from the CFA Institute. He graduated with a Masters in Business Administration from Columbia Business School and received his undergraduate degree in Finance from The Pennsylvania State University.

Outside the Office

Having grown up on the East Coast in New Jersey and New York City, Brian now lives in the Bay Area (California) with his wife Laura and their 3 boys. He enjoys playing and (as he ages out of playing) coaching baseball and basketball, as well as rooting for his New York sports teams (unfortunate choice with the Mets and Jets).

Why Aptus?

“I was initially introduced to Aptus by a mutual friend and I was immediately drawn in by the group’s high energy, highly motivated individuals who were all aligned with the common focus of providing unique products and solutions that, I felt, were lacking and in need within the investment management industry.”