Bill Jacobs CFA, CFP® began his professional investment career in 1993 at Harris Associates in Chicago, IL. During his 13 years at Harris, he moved up from junior research analyst to portfolio manager to partner. In 2006, Bill started his own firm, Jacobs Investment Management, LLC, in his hometown of Nashville. With the firm’s 2023 merger with Shayne & Co, LLC, he became co-President and co-owner of the newly named Shayne & Jacobs, LLC.
Bill graduated magna cum laude from the University of Pennsylvania’s Wharton School in 1989 with a dual concentration in accounting and finance. He received his MBA with honors from Northwestern University’s Kellogg Graduate School of Management in 1993. Between college and graduate school, Bill spent two years in corporate finance at Equitable Securities in Nashville.
Bill and his wife, Erica, have three children, the oldest of whom just began his wealth management career in Chicago. Bill is the chair of the Temple’s Investment Committee and serves on The University School of Nashville’s 403(b) (teachers’ retirement fund) Committee.