Mark Jacoby, CIMA®
Financial Services Professional
Mark is dedicated to helping institutions, individuals and multi-generational families align their complex financial decisions with their goals and objectives to achieve long term success. I put clients first, act with integrity, lead with exceptional ideas, commit to Diversity & Inclusion and give back.
Having worked with institutional investors as well as in the Sports & Entertainment world for 20+ years, I have the experience and understanding of athletes & entertainers’ unique financial circumstances, to help you achieve financial independence. As a financial advisor with expertise in institutional strategies, I have helped clients with significant wealth and sophisticated financial challenges.
In his spare time, Mark enjoys cycling, skiing, golf, volunteering and spending time with his family.
Prior to joining True Path Financial, Mark spent 4 years with Morgan Stanley, 11 years at Merrill Lynch as an Institutional Consultant working as a Fiduciary for Corporations, Foundations & Endowments and 6 years in the Sports & Entertainment group of Neuberger Berman, a division of Lehman Brothers, where he focused on athletes, entertainers, agents, owners and sports executives. He began his career advising business owners and executives on their 401(k) and retirement planning needs. Mark holds the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™ (The Institute), taught in conjunction with the University of Pennsylvania's Wharton Business School. He received a BS degree from Oregon State University. Mark was named to Barron's Top 50 Institutional Consultants in 2019, 2018 and 2017.
CA Ins License #: 4328000
Mark is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc., Member FINRA/SIPC. He offers securities in CA and is insurance licensed in CA.