Robert Jacob is a Managing Director and Senior Portfolio Manager with Bank of America Private Bank in New York, New York. In this role, he is responsible for creating and maintaining personalized investment strategies by utilizing a broad range of wealth management services including financial planning and wealth strategy. This includes assisting clients with establishing goals and objectives, working towards developing an appropriate overall strategy, formulating and implementing potential solutions, and conducting periodic reviews to help clients monitor progress toward reaching the initial goals and strategies set forth. In addition, he supports clients in navigating through changing market environments to provide traditional guidance in the areas of asset allocation, tax-minimization, retirement, and multi-generational strategy from risk-based approaches to banking and lending needs.
Rob has been in the industry since 1995. Prior to joining Bank of America Private Bank, Robert was a senior portfolio manager at J.P. Morgan Asset Management where he managed large cap equity portfolios for mutual funds and retail separate accounts. He also launched J.P. Morgan Private Bank’s first large cap value equity strategy. Previously, Robert spent five years as a portfolio manager at J.P. Morgan Private Bank.
Robert earned his B.B.A and M.S. in finance from the University of Wisconsin-Madison. He is a CFA® charterholder and is a member of the New York Society of Security Analysts (NYSSA).
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA® Institute.
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank's personalized approach, as well as the resources of Bank of America, to help individuals and familieis, businesses, and institutions achieve their financial objectives. Whether you're looking to preserve and share wealth, build philanthropic legacies or plan future growth, our commitment is to making your goals our priotity. At Bank of America Private Bank, we take pride in our history and in serving our clients' best interest. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus in on providing today's clients with disciplined financial strategies and a bridge across generations.