Paul Jacobs, CFP®, EA, assumed the role of managing vice president in 2023 after joining our executive team as a vice president in 2017. As managing vice president, Paul oversees the entirety of the firm’s client service operations. He also 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 began his career at Palisades Hudson as an associate in the Northeast in 2002; he became a client service manager in 2006. In 2008, he moved to Atlanta to establish the firm’s office there. From 2012 to 2022, he served as the firm’s chief investment officer, overseeing more than $1.3 billion in client assets, including all aspects of investment strategy, portfolio management, due diligence and manager selection.
Paul is a CERTIFIED FINANCIAL PLANNER™ certificant and an IRS Enrolled Agent. 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 outlets. Paul is also active in Atlanta’s Jewish community. He serves as a board member and Vice President of Education at Temple Sinai, and is also a member of the Finance Committee of Atlanta Jewish Family and Career Services.
Paul was a frequent contributor to the firm's daily blog, "Current Commentary," during its run from 2009 to 2021. He is also the author or co-author of many articles for the firm’s Sentinel newsletter, including:
- “Tax Planning Amid A Window Of Stability” (December 2022),
- “Greener Prospects For ESG Investing” (April 2022),
- “Another Spin On The Debt Ceiling Carousel” (November 2021),
- “Should You Worry About Inflation?” (October 2021) and
- “Will Population And Portfolio Growth Coincide In Africa?” (August 2021).
Paul's writing also appears in both of our firm's books. He contributed Chapter 20, "Giving Back," to The High Achiever's Guide to Wealth. His chapters for Looking Ahead: Life, Family, Wealth and Business After 55 cover topics including retirement plans, investment philosophy, and starting a "second act" business.
A graduate of New York University’s Stern School of Business, Paul holds degrees in finance and accounting.
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