As a member of the Investment Team, Jacob manages client portfolios in alignment with the firm’s asset allocation strategy and investment policy across a range of asset classes, including equities, fixed income, and alternative investments. He is responsible for implementing portfolio strategy, including rebalancing, cash management, tax optimization, and trade execution.

Jacob joined Klingman & Associates in 2026. Prior to joining the firm, he was a Portfolio Associate at a Cleveland-based RIA, where he supported the management and implementation of portfolios for high-net-worth clients. Jacob received his Master of Finance from the Weatherhead School of Management at Case Western Reserve University and his Bachelor of Science from The Ohio State University. Outside of the office, Jacob enjoys wake surfing, playing tennis and golf, and following Ohio State football and Cleveland sports.