Jacob Anglin
Senior Vice President @Bny Wealth
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WORK HISTORY
Senior Vice President @Bny Wealth
EDUCATION
University of North Georgia
Bachelor of Business Administration - BBA, Finance
University of Georgia - Terry College of Business
CFP®, Certified Financial Planning™
ABOUT JACOB ANGLIN
Advisor to successful families and institutions. I provide clients with the resources required to efficiently manage investments, trusts, estates, endowments, foundations, private trust companies, family partnerships and multi-generational assets. I work with a diverse range of high-net-worth individuals, family offices and institutional investors to help them grow and protect their assets. Partnering with our Portfolio Management and Wealth Advisory Teams I work closely with client’s tax and legal advisors on all aspects of wealth management including: investment management, banking & lending services, tax & estate planning, concentrated stock positions, private business transactions, family governance, fiduciary services, strategic philanthropy, and planned giving. How I do it:Leveraging the resources of a global firm I am able to review, audit, and advise clients on the inefficiencies of their investment strategies and overall balance sheet. Combining the resources of Wealth Management, our OCIO Model, Family Office Services, and Asset Servicing I am able to provide clients with the resources and advice needed to create an impactful and lasting legacy.
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