Jacob joined Kelman-Lazarov in April 2013 as a member of our investment advisory team. His responsibilities include quarterly reporting and billing, maintaining our performance database, and preparing investment reviews. His focus as a part of K-L’s investment committee is research and trading.
“I appreciate that K-L encourages an atmosphere of positivity and requires a commitment to continuous personal growth,” Jacob says. “The focus on these areas really helps us provide a better experience for our clients.”
A native of Memphis, Jacob graduated from the University of Memphis in 2010 with a Bachelor of Business Administration in Finance. Prior to K-L, Jacob worked at Samuels Furniture with roles in marketing, accounting, and sales.
Jacob is a BBYO, Inc. youth group advisor and serves on the Board of Directors at the Memphis Jewish Community Center. In his free time, Jacob enjoys playing golf and is an avid University of Memphis Tigers and Grizzlies fan.