Jacob Stefko Email & Phone Number
Portfolio Specialist @ Klingman and Associates, LLC
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Jacob Stefko Location
- Tampa, FL, US
Jacob Stefko Work
- Portfolio Specialist @ (April 2026 - Present)
- Portfolio Associate @ Clearstead (January 2025 - April 2026)
- Performance Analyst @ Clearstead (April 2023 - December 2024)
Jacob Stefko Education
- Weatherhead School of Management at Case Western Reserve University
Master of Finance (MFin) (Finance)
2021-2023 - The Ohio State University
Bachelor of Science (BS) (Biology, Minor in Neuroscience)
2016-2020
Jacob Stefko Summary
- Jacob Stefko, based in Tampa, FL, US, is currently a Portfolio Specialist at Klingman and Associates, LLC. Jacob Stefko brings experience from previous roles at Clearstead. Jacob Stefko holds a 2021 - 2023 Master of Finance (MFin) in Finance @ Weatherhead School of Management at Case Western Reserve University. Jacob Stefko has 2 emails and 1 mobile phone numbers on RocketReach.
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