Jacob provides valuation services for various types of closely held enterprises including asset holding companies and operating businesses in a wide gamut of industries such as government contracting, manufacturing, real estate, technology, and professional services, among others. Additionally, Jacob has extensive experience valuing intangible assets, such as trade names, and interests in complex, multi-tiered entities. He has worked with clients conducting fair market valuations for both gift and estate tax planning and reporting, as well as internal corporate planning and financial lending purposes. Jacob’s expertise includes capital markets analysis and risk profile assessment.

Prior to joining VSI, Jacob founded and operated an independent registered investment advisory firm.

Jacob graduated from Virginia Polytechnic Institute and State University with a BS in Business with a major in Finance. He is a CFA charterholder and a member of the CFA Institute and CFA Society of Washington, D.C.

EDUCATION & CERTIFICATIONS
  • Virginia Polytechnic Institute and State University (Virginia Tech): BS in Business, Major: Finance
  • Chartered Financial Analyst (CFA)

valuation services logo

3000 Wilson Boulevard

Suite 220

Arlington, VA 22201

571.447.5400

Company
Subscribe To Our Newsletter

Click here to subscribe to our newsletter!

Subscribe to our newsletter:


By submitting this form, you are granting: Valuation Services, Inc., 3000 Wilson Blvd, Suite 220, Arlington, VA, 22201, permission to email you. You may unsubscribe via the link found at the bottom of every email. (See our Email Privacy Policy (http://constantcontact.com/legal/privacy-statement) for details.) Emails are serviced by Constant Contact.