Rod is a Senior Partner with Jacobi Wealth Advisors and a member of the firm’s Executive Committee. He brings with him over 25 years of experience in wealth management, investment banking and corporate finance. Throughout the years, Rod’s advisory expertise has benefited from relationships with institutional investors, corporate executives, public company Board members, business owners, and private families.
Introduced to Jacobi Capital Management founder Michael Hirthler in 2009, Rod was intrigued by Michael’s quantitative, research-driven philosophies, and drawn to his firm’s platform as an independent, fiduciary-based advisor. Today, as a Senior Partner with the firm, Rod provides investment advice and customized financial planning to a select group of families, business owners, and corporations. His primary areas of expertise include individual and corporate retirement planning, insurance planning, estate planning and business succession planning. In addition, Rod also supports the company’s marketing, strategic planning, and business development efforts aimed at expanding the firm’s existing market share and regional footprint.
Prior to joining Jacobi Wealth Advisors, Rod was a Managing Director with J.P. Morgan in New York City for over 15 years where he advised institutional clients in the real estate, lodging and gaming sectors. During his tenure, Rod originated, structured and closed over $65 billion in mergers & acquisitions, capital raising, and corporate advisory assignments.
Rod is a graduate of Columbia University, and resides in Clarks Summit with his wife Megan and their three children.