Professional Summary
Professional Overview
Jacob Turner is a seasoned financial professional with a diverse background in wealth management and sports. As the Co-Founder of Moment Private Wealth, he leverages his expertise to provide comprehensive financial solutions to high-net-worth individuals and families.
Experience Summary
Current Role
As the Co-Founder of Moment Private Wealth, Jacob is responsible for shaping the firm's strategic vision and leading its day-to-day operations. He works closely with clients to understand their unique financial goals and develop customized investment strategies to help them achieve long-term financial security. Under Jacob's leadership, Moment Private Wealth has established a reputation for delivering exceptional client service and delivering consistent investment returns.
Career Progression
Prior to co-founding Moment Private Wealth, Jacob served as a Wealth Advisor at Mosaic Family Wealth, where he provided tailored financial planning and investment management services to a diverse client base. Before transitioning to the financial services industry, Jacob enjoyed a successful career as a professional athlete, playing in Major League Baseball for over a decade.
Academic Background
Jacob holds a Bachelor of Science degree in Finance from a prestigious university, where he graduated with honors. His strong academic background and deep understanding of financial markets have been instrumental in shaping his approach to wealth management.
Areas of Expertise
- Comprehensive financial planning and investment management
- Alternative investment strategies for high-net-worth clients
- Asset allocation and portfolio optimization
- Retirement and estate planning
- Leveraging data-driven insights to drive investment decisions
Professional Impact
During his tenure at Mosaic Family Wealth, Jacob played a crucial role in expanding the firm's client base and overseeing the management of over $500 million in client assets. His exceptional client service and investment acumen have earned him a reputation as a trusted advisor within the industry.
Conclusion
With his diverse background, Jacob is uniquely positioned to deliver tailored financial solutions that help his clients achieve their long-term financial goals. As the Co-Founder of Moment Private Wealth, he is committed to leveraging his expertise to drive the firm's continued growth and success.
