Experience

Jacobi Capital Management, LLC, a Registered Investment Adviser

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director, Portfolio Manager

  • 2011 - Present

  w: 570-826-1801 x307 c: 570-606-5475 Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Jacobi Capital Management LLC, A Registered Investment Adviser and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less



Hinerfeld Commercial Real Estate

• Consultant

  • 2009 - 2011



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Managing Director

  • 1993 - 2008

  Previously an investment banker with J.P. Morgan in New York City for over 15 years. Advised institutional clients in the real estate, lodging and gaming sectors, helping originate, structure and execute over $65 billion of transactions including mergers & acquisitions, property sales, acquisition facilities, private placements, corporate bonds, syndicated loans, institutional commercial mortgages, and other capital raising and advisory-based assignments. Previously an investment banker with J.P. Morgan in New York City for over 15 years. Advised institutional clients in the real estate, lodging and gaming sectors, helping originate, structure and execute over $65 billion of transactions including mergers & acquisitions, property sales, acquisition facilities, private placements, corporate bonds, syndicated loans, institutional commercial mortgages, and other capital raising and advisory-based assignments.



Milstein Properties

• Assistant Leasing Director

  • May 1992 - Jun 1993

  Assisted in the brokerage, leasing, billing, and management of retail and office space in Manhattan owned by Milstein Properties. Assisted in the brokerage, leasing, billing, and management of retail and office space in Manhattan owned by Milstein Properties.