Fieldstone Family Advisors

New York, NY

imageAllen Jacobi Managing Director and Senior Partner Al joined Snowden Lane after a two decades as Managing Director and senior investment advisor with Fieldpoint Private, L.L.C and Wilmington Trust. Prior to that he was a senior investment executive for a large national banking organization, heading a team of investment professionals focused on the needs of wealthy families, including trusts and estates, and private foundations. His expertise is to develop highly customized portfolios which in many cases spans multiple generations. He holds the Chartered Financial Analyst designation, an MBA, and is a member of the CFA society New York.

ajacobi@snowdenlane.com
O: +1.646.350.1413