Jacob Margo

Private Client Advisor

Jacob Margo brings years of experience in investment management and wealth planning to provide clients with the tools they need to achieve their long-term goals. As a member of the Investment Policy Committee, Jacob continually evaluates solutions to help best navigate the ambiguity of the market from a macro and micro perspective, with a particular interest in the geopolitical climate that impacts today’s investors. He takes pride in acting as a fiduciary while working closely with each client to ensure their objectives are met.

Jacob’s previous experience includes client advisory positions at Merrill Lynch Wealth Management, JP Morgan Chase and Co., and Fisher Investments. While in these roles, Jacob worked with high-net-worth investors to create solutions for retirement, college, estate, and long-term care planning. He graduated from San Francisco State University’s Lam Family College of Business with a Bachelor of Science (BS) in Business Administration. He also holds the Series 66 securities license.

When not working, Jacob enjoys volunteering, playing Chess, and spending time outdoors playing tennis and hiking. He is also an avid reader, his favorite book being Hermann Hesse’s Siddhartha. Jacob is based out of our headquarters in Sausalito, CA.

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