Jacob Friedman
Investment Associate
Jacob serves as the Investment Associate with Focused Wealth Management. Jacob plays an integral part in the management of Focused Wealth Management’s portfolios. He works closely with the advisors to manage and execute the trades at our firm. In addition, Jacob carries out the daily benchmarking of our portfolios, convenes our asset allocation committee each morning, and oversees the various reporting and analysis duties within each branch of the firm.
Jacob graduated from SUNY Oswego with a bachelor’s degree in Risk Management and Insurance. He currently holds his Series 65 license and is studying for the CFA exams. Jacob is an avid baseball fan, sports card collector, and dog lover.