Profile
Al Jacobi

Managing Director/ Senior Advisor

Prior to joining Fieldpoint Private Securities, LLC, 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.

Check the background of this investment professional on FINRA’s BrokerCheck.

Contact Details

Email ajacobi@fieldpointprivate.com

Office 212.365.7622

Fax 646.532.6522

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