In his role as a Vice President with Edge Capital’s Research Team, Jacobi conducts manager research and due diligence for our clients’ portfolios. Jacobi also works as an equity analyst and trader for the firm’s global equity dividend strategy. He has helped implement an efficient order management system for the trading of client accounts. He frequently speaks with economists and other industry experts to help source investments that meet our clients’ specific objectives.
Jacobi began his career at Edge as an intern and client specialist where he was responsible for daily client communication and account needs. That position evolved into his current role as an associate with 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. Jacobi was drawn to Edge’s company culture, enjoying both our people and our unique client base.
Born in Dawsonville, Georgia, Jacobi graduated with a Bachelor of Science degree in Business Administration from Kennesaw State University in Kennesaw, Georgia 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 you to react and position yourself accordingly. He appreciates that the industry rewards both you and your clients when you prudently invest their assets.
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.