Jacob is a member of Cerulli’s Institutional practice, which provides trend coverage for the defined benefit market, insurance companies, endowments, healthcare organizations, and investment consultants. He provides quantitative support to many annual research reports. Jacob regularly contributes to institutional research and consulting projects, as well as to The Cerulli Edge series.

Prior to joining Cerulli, Jacob held several strategy and operations roles across multiple healthcare organizations. Most recently, he worked as an equity research analyst for the Babson College Fund. He has recently graduated with his MBA, with a concentration in Finance from Babson College.

Education

• Northeastern University
  Bachelor of Science in Business Administration
• Babson College, F.W. Olin Graduate School of Business
  Master of Business Administration, Finance

Honors and Awards

• Babson College Class of 2021, summa cum laude