Jacob Stefko Email & Phone Number

Portfolio Specialist @ Klingman and Associates, LLC

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Jacob Stefko Location

Cleveland, OH, US

Jacob Stefko Work

2026 - now Portfolio Specialist @ Klingman and Associates, LLC
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2025 - 2026 Portfolio Associate @ Clearstead
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2023 - 2024 Performance Analyst @ Clearstead
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Jacob Stefko Education

Weatherhead School of Management at Case Western Reserve University
Master of Finance - MFin (Finance, Specialization in Financial Big Data Analytics)
2021 - 2023
The Ohio State University
Bachelor of Science - BS (Biology, Minor in Neuroscience)
2016 - 2020

Jacob Stefko Summary

Jacob Stefko, based in Cleveland, OH, 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, Specialization in Financial Big Data Analytics @ Weatherhead School of Management at Case Western Reserve University. Jacob Stefko has 1 emails and 1 mobile phone numbers on RocketReach.

Jacob Stefko Emails

Found 1 emails

@gmail.com

Jacob Stefko Phone Numbers

Found 2 phone numbers

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Cynthia Looser

Director Client Services at Klingman and Associates, LLC

New York, NY, US
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Tara Yoder

Senior Operations Specialist at Klingman and Associates, LLC

Saint Petersburg, FL, US
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Kelsey Quinn

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Jacob Stefko

Portfolio Specialist at Klingman and Associates, LLC

Cleveland, OH, US
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- +1 330-533-XXXX
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Ben Weiner

Senior Associate Business Administration at Klingman and Associates, LLC

New York, NY, US
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Sean Kight

Client Information Systems Specialist at Klingman and Associates, LLC

Texas, United States
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