Jacob Friedman

Investment Associate

Jacob serves as an investment associate with Focused Wealth Management. Jacob works closely with the advisors to execute the trades at our firm. In addition, Jacob does daily benchmarking of our portfolios, convenes our asset allocation committee each morning, and handles various reporting and analysis duties.

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.