Jacob Shiffrin, AWMA™

Wealth Associate

Jacob is a go-getter and will stop at nothing to accomplish his goals. Being a seasoned long-distance runner has taught him that the best things in life are the things you need to work for. Whether it is countless miles logged or hours spent learning all he can about Personal Finance, Jacob is passionate about the projects he takes on.

His enjoyment of financial education has blossomed from a hobby to his career aspiration. He’s always learning or reading about how he can help people make the best decisions with their money. While studying toward his Bachelor of Science in Finance at the University of Connecticut, Jacob used his winter and summer breaks to gain knowledge and certifications to propel him to be the best aspiring financial advisor he can be. After college, he went on to study and pass the CFP® exam. His next goal is to complete his Masters in Personal Financial Planning.

Jacob interned with the firm over the summer and instantly felt like he was part of the team. While finishing up his last year in college, he continued working virtually and supporting the paraplanning and client relations departments. After graduating, he began working remotely in his current role as a Wealth Associate. When you don’t find Jacob working or running, he is probably enjoying the outdoors, cooking, or spending time with his partner, Clara.

Who is your inspiration?
My grandmother. She was a very influential part of my childhood and is the nicest and most generous person I know. She always puts other’s needs before her own and it’s inspiring how much she cares for others. I want to emulate her kindness and do as much as I can to make everyone around me happy.

What is your favorite food?
Sushi. Easy one. There is nothing like high-quality sushi. I prefer the simple rolls. Nothing fancy but a basic tuna avocado roll gets the job done every time.

Who is your favorite artist?
Ed Sheeran or Luke Combs. I can’t decide, they are both so great.