Daniel Jacobs Email

Financial Planner @ The Mather Group, LLC

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Daniel Jacobs Location

Chicago, IL, US

Daniel Jacobs Work

2026 - now Financial Planner @ The Mather Group, LLC
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2024 - 2026 Client Associate @ The Mather Group, LLC
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2023 - 2024 Client Service Associate @ Morgan Stanley

2022 - 2022 Research Intern @ Ocean Leap Capital
2021 - 2021 Administration Intern @ Cumberland Trust & Investment Co.
2020 - 2020 Research Intern @ The Patten Group (TPG)

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Daniel Jacobs Education

University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration - BBA (Finance, General)
2019 - 2023
University School of Nashville
High School Diploma
2016 - 2019

Daniel Jacobs Summary

Daniel Jacobs, based in Chicago, IL, US, is currently a Financial Planner at The Mather Group, LLC. Daniel Jacobs brings experience from previous roles at The Mather Group, LLC, Morgan Stanley, Ocean Leap Capital and Cumberland Trust & Investment Co.. Daniel Jacobs holds a 2019 - 2023 Bachelor of Business Administration - BBA in Finance, General @ University of Michigan - Stephen M. Ross School of Business. Daniel Jacobs has 1 emails on RocketReach.

Daniel Jacobs Emails

Found 1 emails

@themathergroup.com

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Jennifer Groseilliers

Chief Executive Officer at The Mather Group, LLC

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Kristen Oziemkowski

Chief Operations Officer at The Mather Group, LLC

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Jessica Cunnick

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Stephen Biggs

Managing Director, Head of Alternative Investments at The Mather Group, LLC

Clayton, CA, US
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Carol Hoffman

Managing Director at The Mather Group, LLC

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Thom Allison

Managing Director at The Mather Group, LLC

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Laura Sweeney

Managing Director, The Mather Group Family Office at The Mather Group, LLC

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