Chief Investment Officer &
Andrew is a Cleveland-er through and through; having been raised on the city’s west-side suburb, Westlake. He discovered his passion for the financial markets in 2012. He pursued his interest by acquiring a Bachelor’s in Finance from West Virginia University and completing a mastery course in data analytics from Case Western Reserve University. Andrew has always been on the cutting edge of the financial industry, being an early adopter of cryptocurrency and by developing quantitative investment strategies. Andrew’s goal is to give his clients access to sophisticated investment strategies and asset classes that, in the past, were only available to the world’s wealthiest individuals.
Chief Compliance Officer &
Jacob is a lifelong resident of South-Central Pennsylvania. He entered the financial services industry in 2014. Jacob is an expert in government pensions and group retirement plans. His background also includes extensive experience in personal financial planning and business succession planning. Jacob advocates for his clients as if he were advocating for his own family. He is a graduate of West Virginia University (WVU) with a Bachelor’s in Finance and a minor in Law & Legal Studies. Outside the office, Jacob enjoys spending time with his family and friends, traveling, fishing, and being outdoors.