Jacob Horwitz, CFP®

Senior Advisory Associate

Jacob is a Senior Advisory Associate as a member of the Advisory Support team where he is responsible for assisting advisors and clients meet their goals. Before joining full time, Jacob was a summer intern at Vivaldi where he also supported the Advisory team. Jacob graduated from the University of Wisconsin-Madison with bachelors degrees in Finance, Investment & banking; Risk Management & Insurance; and Economics, with a certificate in Wealth Management & Financial Planning. During undergrad he was the Editor-In-Chief of an academic journal on campus.