Brian Jacobs, Vice President, Investment Analyst

Brian J. Jacobs, CFA, CPA Vice President Investment Analyst

Brian has seven years of experience. He focuses on portfolio analytics and the support of risk control and portfolio construction processes. Brian obtained his undergraduate degree in Finance and Accounting from Marquette University. He earned the Certified Public Accountant designation in 2017. He earned the Chartered Financial Analyst designation in 2023 and is a member of the CFA Institute and the CFA Society of Milwaukee. Prior to joining Baird Advisors, Brian worked at PricewaterhouseCoopers (PwC) as a public accountant auditing insurance and financial services companies.