In his role as a Managing Director with Edge Capital’s Strategy Team, Jacobi conducts manager research and due diligence for our clients’ portfolios.
Jacobi frequently speaks with economists and other industry experts to help source investments that meet our clients’ specific objectives and has implemented an efficient order management system for the trading of client accounts. He began his career at Edge as an intern and Client Specialist responsible for daily client communication and account needs. That position evolved into his current role as a Managing Director within the Research Team. He has also assisted with the launch of the Blue Current Global Equity Dividend strategies and several private partnerships that the firm manages.
Born in Dawsonville, Georgia, Jacobi graduated with a Bachelor of Science degree in Business Administration from Kennesaw State University 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. He appreciates that the industry rewards both him and his clients when he prudently invests their assets. Jacobi was drawn to the company’s culture at Edge, enjoying both our people and our unique client base.
An avid motorcycle racer since the age of four, Jacobi loves to race off-road and on trails in his spare time. He enjoys spending time outdoors hunting and fishing with his wife and son and volunteers his time and money to his son’s public school support organization.