Multi-Strategy Cryptocurrency Hedge Fund
For General Partnership discussions
Areas of Expertise
Global Markets
Trading Performance:
FTMO developed a unique 2-step Evaluation Process for traders. This Evaluation Process consists of an FTMO Challenge and a Verification and is specifically tailored to discover trading talents.
Jacob achieved the max allocation of $400,000, consisting of two $200,000 accounts.
Wealth Management
Jacob helped service over $1.6bn AUM for ultra-high net worth clients & a handful of institutional accounts.
At Bank of America, Jacob mentored under John C. Barrett, a global institutional consultant.
Recognitions:
Forbes “America’s Top Wealth Management Teams Private Wealth” 2022, 2023
Barron's "Top 1,200 Financial Advisors: State-by-State" 2019, 2020, 2021, 2022, 2023
Venture Capital
Jacob worked part-time at Seraph Group and Seraph Direct, a leading angel investment company with a 20-year track record.