Andrew H. Jacobson
Before joining SteelPeak Wealth, Andrew was a Senior Vice President and Senior Portfolio Manager at Wells Fargo Advisors. He has been serving clients as a Financial Advisor since 1998. Andrew earned his BA from Ithaca College and his Master’s Degree in Marriage, Family and Child Counseling from Phillips Graduate Institute.
Andrew’s years of experience in market research, portfolio management and risk analysis have helped him develop and nurture his long-standing, trust-based client relationships. Andrew’s recent decision to move into a fiduciary role as an independent advisor was born from the commitment to focusing even more on the needs and goals of his clients, their families and their businesses. As a fiduciary, Andrew believes that in-depth conversations and planning are the first steps to assisting his current and prospective clients in developing a road map for their financial future. It is his belief that every client’s financial future requires a solid but flexible blueprint which will serve as their investment and retirement planning foundation.
Andrew is active in contributing to multiple charities including Wounded Warrior Foundation, St. Jude’s Children’s Hospital and The ASPCA. In addition, Andrew enjoys fitness, mixed martial arts training, golf, bicycle riding and spending time with his daughter.
- 10 years working in the entertainment industry working in talent representation, and television production.
- Long lasting and established relationships with numerous executives, actors, and directors allowing me a deep understanding of the needs and concerns of the high net worth investor.
- Strong experience in small to medium sized business liquidity events creating immediate wealth, and wealth management needs.
