Paul Jacobs, CFP®, EA, has been our firm’s chief investment officer since 2012 and joined our executive team as a vice president in 2017. As CIO and chairman of the firm’s investment committee, Paul directs a team of portfolio managers and associates focused on finding the most efficient and cost-effective ways to implement client portfolio strategies. He oversees more than $1.3 billion in client assets, including all aspects of investment strategy, portfolio management, due diligence and manager selection.
Paul began his career at Palisades Hudson as an associate in Scarsdale in 2002; he became a client service manager in 2006. In 2008, he moved to Atlanta to establish the firm’s office there. He continues to work with clients across the country to develop comprehensive personal financial plans, and he brings his significant experience to projects including charitable planning, dealing with concentrated stock positions, small business and family business planning, creating cash flow projections and retirement plans, and estate planning and administration.
Paul is a CERTIFIED FINANCIAL PLANNER™ certificant and an IRS Enrolled Agent, as well as a member of the Financial Planning Association of Georgia. A frequently quoted expert for national publications, Paul’s thoughts on financial topics have appeared in The Wall Street Journal, Forbes, Reuters and Kiplinger, among many other publications.
Paul is the author or co-author of many articles for the firm’s Sentinel newsletter, including:
- “Can Passive Investing Succeed Too Well?” (June 2017)
- “Where Do Interest Rates Go From Here?” (January 2017)
- “Ten Reasons To Sell A Mutual Fund Other Than Poor Performance” (November 2015, online edition)
- “A New Tool To Address Special Needs” (April 2015) and
- “529 Plan Investing For High Net Worth Investors” (June 2014, co-authored with Laurie Samay).
He is also a contributor to our daily blog, Current Commentary. For our firm’s book, Looking Ahead: Life, Family, Wealth and Business After 55, Paul authored Chapter 12, “Retirement Plans.” He also co-authored Chapter 15, “Investment Approaches and Philosophy,” with Anthony Criscuolo and Chapter 19, “A Second Act: Starting a New Venture,” with Eric Meermann.
A graduate of New York University’s Stern School of Business, Paul holds degrees in finance and accounting.
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