Chief Investment Officer
Jacob Stewart – Part 2B
Jacob joined us in the summer of 2020 to lead our investment advisory team. He keeps a trained eye on our investment choices and oversees the financial modeling we use to match clients’ risk tolerances with portfolio risk.
Before joining the GFP team, Jacob spent 11 years with various firms in and around Boston. As a retirement plan analyst, he managed more than $600 million in assets. He has also served the wealth management community as a consultant, analyst, and planner. Before entering the finance field, Jacob worked as a university instructor of English literature and western culture in Dongying, China.
A Chartered Retirement Planning Counselor (CRPC®) and level-three Chartered Financial Analyst® (CFA®) candidate, he holds a bachelor’s degree in management and business with a minor in Asian studies from Skidmore College. Jacob’s communication skills and his experiences outside of finance make him a great fit with our team of stewards and our GFP clients.
“I try to meet every client where they are,” he says of his communication style, “so that we’re speaking to and with one another, not past one another. The last thing I want to do is use a bunch of jargon and confuse everyone.”
When Jacob isn’t working as an investment steward for clients, he sometimes works as an environmental steward. He has volunteered for the Massachusetts-based nonprofits Connecticut River Conservancy, Deerfield River Watershed Trout Unlimited, and Millers River Watershed Council. He spends time blogging and pursuing his passion for permaculture design. A former college athlete, he also enjoys running, cycling, hiking, and camping.