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)