Jacob is a Managing Director and Financial Advisor for the Duffy Group. Joining Baird in 2010, he brings 15 years of investment and portfolio management expertise on behalf of his clients.
Ever since Jacob was a teenager he has taken a keen interest in investing, talking business and stocks at the dinner table with his father, a financial advisor that’s been in the business most of his life. Jacob graduated from Washington State University in 2000, majoring in Finance and Insurance Risk Management. In 2001, he began his career in Pittsburgh, Pennsylvania at Federated Investors. Jacob moved to Scottsdale later that year and has remained there ever since. After Federated, Jacob spent much of his career at Smith Barney before moving to Baird in March 2010.
Jacob joined the Scottsdale Sunrise Rotary in 2015 and was elected President of the group in 2018. He also supports charitable organizations like the Children in Need Foundation, Support Arizona Youth, the Care Fund and the Injured Marine Fund. Jacob has been married to his wife Leslie for over 12 years and has two young children. When Jake is not working or spending time with his family, he enjoys climbing Camelback Mountain and playing golf.
Arizona Insurance License # 185085