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Kirby Don Jacobson
Chief Investment Officer at
Astoria Strategic Wealth, Inc.
Profile
Kirby Don Jacobson is currently Managing Principal & Chief Investment Officer at Astoria Strategic Wealth, Inc., a position starting in 2026.
Formerly, Mr. Jacobson was a Financial Advisor at Lee Financial Co. LLC from 2008 to 2019.
Education includes an undergraduate degree from Texas Tech University, conferred in 2008.
Kirby Don Jacobson active positions
| Companies | Position | Start |
|---|---|---|
Astoria Strategic Wealth, Inc.
 Astoria Strategic Wealth, Inc. Investment ManagersFinance ASW utilizes low-cost ETFs to control investment fund expenses that impact clients' bottom lines. Their ETF portfolios are constructed of thousands of individual securities that are globally diversified across multiple countries, sectors, and asset classes. | Chief Investment Officer | 01/01/2022 |
Former positions of Kirby Don Jacobson
| Companies | Position | End |
|---|---|---|
Lee Financial Co. LLC
 Lee Financial Co. LLC Investment ManagersFinance LFC’s investment approach is based in their belief that investment decisions should carefully weigh the opportunity for growth and income against the possibility of risk. The firm allocates clients’ portfolios to meet client’s unique needs for liquidity (cash), stability, current income, long-term growth, tax efficiencies (as appropriate), and risk tolerance. They continually scan the market for opportunities in both public and private sectors. LFC has an Investment Committee (IC) chaired by their Chief Investment Officer (CIO) that provides oversight and ensures consistency in overall investment strategy. | Corporate Officer/Principal | 12/07/2019 |
Training of Kirby Don Jacobson
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
77
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance LFC’s investment approach is based in their belief that investment decisions should carefully weigh the opportunity for growth and income against the possibility of risk. The firm allocates clients’ portfolios to meet client’s unique needs for liquidity (cash), stability, current income, long-term growth, tax efficiencies (as appropriate), and risk tolerance. They continually scan the market for opportunities in both public and private sectors. LFC has an Investment Committee (IC) chaired by their Chief Investment Officer (CIO) that provides oversight and ensures consistency in overall investment strategy. | Finance |
Texas Tech University
 Texas Tech University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Astoria Strategic Wealth, Inc.
Astoria Strategic Wealth, Inc. Investment ManagersFinance ASW utilizes low-cost ETFs to control investment fund expenses that impact clients' bottom lines. Their ETF portfolios are constructed of thousands of individual securities that are globally diversified across multiple countries, sectors, and asset classes. | Finance |
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