Jacob Friedman is the Investment Manager for Focused Wealth Management and a CFA Level II Candidate. Jacob plays a key role in managing portfolios and overseeing retirement plan investment lineups and model strategies. He is responsible for executing trades, conducting investment research, and preparing performance and allocation reports for client meetings. Jacob helps lead the firm’s asset allocation committee and regularly assists in presentations to institutional clients. He also monitors market trends, benchmarks portfolio performance, and contributes to the development of customized investment proposals.

He holds a bachelor’s degree in risk management and insurance with a minor in Accounting from SUNY Oswego. In addition to his professional work, Jacob serves as a volunteer board member for the Foundation for Abilities First NY.