Jacob joined Clearstead in 2023 as part of the the Reporting and Operations team. In his role as a Performance Analyst, Jacob is responsible for tracking and reconciling alternative investments to prepare reports for client meetings.

Prior to joining Clearstead, Jacob earned a Master of Finance degree from Weatherhead School of Management at Case Western Reserve University as well as a Bachelor of Science degree from The Ohio State University. He also gained valuable experience during his time as a Finance & Accounting Intern at Sotera Health.