Adam R. Jacobs, CFA, CFP® | Vice President

Adam R. Jacobs has a diverse background in Financial Services. After graduating from Babson College with an interdisciplinary degree in Investments/Corporate Finance and a concentration in Economics, Adam was an Institutional Fixed Income Trader with State Street Global Advisors in Boston. This experience provided a unique insight to the inner workings of the bond markets.  Adam then went on to start Jacobs Wealth Management, LLC, a firm focusing on holistic personal wealth management. He is a CFA® (Chartered Financial Analyst) charterholder, a Certified Financial PlannerTM, and is an active member of The Boston Security Analysts Society (BSAS).