Jacob A. Davenport
CFP®, CFA®

Manager of Portfolio Management
Member Owner

Jacob has been involved in the financial services industry since 2014. He previously worked as an investment research analyst for Savant and was responsible for contributing to investment due diligence and portfolio analysis as well as supporting the Investment Committee.

Jacob earned a bachelor of science degree in finance from Northern Illinois University. He is a CERTIFIED FINANCIAL PLANNER™ professional and has attained his Chartered Financial Analyst® (CFA®) designation.

Jacob’s favorite hobby is playing poker, whether online or at the Grand Victoria casino in Elgin, IL. He also enjoys golfing with friends and generally just being outside whenever the weather is nice. He is passionate about exotic sports cars and one day hopes to own one, but currently drives a Ford Taurus sedan which is more fitting for his personality.

Our office is full of smart people who genuinely care about their work which makes for a very engaging and positive experience. We work hard but we also have fun at work and I've really enjoyed having that balance.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.