Jacob is a founding member of Unity Wealth Collective Private Equity Group (UWC) and will provide operational and technological expertise in the creation and management of its infrastructure operations. He is also the founder and owner of Lingo Investments, an Arizona based RIA and will provide investment management services within the UWC platform.

 Additionally, Jacob has created and launched several investment products from Hedge Funds to 40 Act Mutual Funds to Separately Managed, customized investment solutions.  Most of the products launched and managed today revolve around short term, tactical, equity and options trading  

Jacob has over 20 years of investment experience in equities, options, currencies and futures trading.  He specializes in custom solutions for clients to balance their entire portfolio to achieve their life and investment goals.  By combining his accounting and technology degrees, Jacob attacks investment and business decisions from multiple angles allowing for a unique perspective.

Jacob has also helped launch and expanded several businesses in many different industries while leveraging the latest technologies, processes and innovations.  He specializes in using data and process efficiencies to help drive companies forward to provide better customer experiences and competitive advantages in the marketplace.

Jacob has his Bachelor of Science degree in Accounting and his Master of Science in Information Management both from Arizona State University’s W.P. Carey School of Business.