Brian Jacobs

No open positions remaining

Finance

Consumer Services

Profile

Brian Joshua Jacobs worked as a Partner & Wealth Advisor at Radnor Financial Advisors LLC from 2005 to 2023.
He received his undergraduate degree from The Wharton School of the University of Pennsylvania.

Former positions of Brian Jacobs

Companies	Position	End
Radnor Financial Advisors LLC Radnor Financial Advisors LLC Investment ManagersFinance Radnor Financial Advisors blends a client’s personal investment information with the firm’s investment process to build an appropriate investment strategy. The firm’s approach is a multi-asset, multi-manager investment process based on asset allocation, diversification within asset classes, selection of individual managers (and their benchmarks), and continuous portfolio monitoring and management. Investment implementation is enacted through a variety of vehicles, but primarily mutual funds and exchange traded funds.	Analyst-Equity	31/03/2023

See the detail of Brian Jacobs's experience

Training of Brian Jacobs

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Brian Jacobs's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	2
Radnor Financial Advisors LLC Radnor Financial Advisors LLC Investment ManagersFinance Radnor Financial Advisors blends a client’s personal investment information with the firm’s investment process to build an appropriate investment strategy. The firm’s approach is a multi-asset, multi-manager investment process based on asset allocation, diversification within asset classes, selection of individual managers (and their benchmarks), and continuous portfolio monitoring and management. Investment implementation is enacted through a variety of vehicles, but primarily mutual funds and exchange traded funds.	Finance
The Wharton School of the University of Pennsylvania The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

Private companies

Finance