As a Portfolio Manager and Advisor, Jacobi works closely with clients to construct client-specific portfolios, develop tailored wealth strategies, deliver customized reporting, and build relationships with our clients’ extended family of advisors. As a CERTIFIED INVESTMENT MANAGEMENT ANALYST™ professional, Jacobi is intimately involved with developing asset allocations that align with client’s missions.
Jacobi began his career at Edge shortly after the firm was founded. While gaining significant operational experience during his early years, his position evolved into his current role as a Managing Director within the Portfolio Management and Advisory Teams.
Born in North Georgia, Jacobi graduated with a Bachelor of Science degree in Business Administration and is a Certified Investment Management Analyst® (CIMA). He loves the finance and investment industry because it presents a unique challenge every day and requires him to react and position himself accordingly. Jacobi was drawn to the company’s culture at Edge, enjoying both our people and our unique client base.
An avid motorcycle rider since the age of four, Jacobi loves to explore the world on two wheels in his spare time. He enjoys spending time outdoors hiking, hunting and fishing with his wife and son. He volunteers his time and money to support the Texas Parks and Wildlife Foundation.
