Our Advisors


Al Jacobi

Managing Director/Senior Advisor

 

Prior to joining Fieldpoint Private, Mr. Jacobi spent more than a decade as Managing Director and senior investment advisor with Wilmington Trust, leading a team of investment specialists to develop highly customized client portfolios. Previously, he worked as a senior investment executive for a large national banking organization, heading a team of investment professionals focused on the needs of wealthy families.

He holds the Chartered Financial Analyst designation, an MBA, and is a member of the New York Society of Securities Analysts and the Association of Investment Management and Research.

ajacobi@fieldpointprivate.com
Office 212.365.7622
Fax 646.532.6522