Jacobson Bathelmy Senior Partner, Managing DirectorJacobson is a Senior Partner, Managing Director at Snowden Lane Partners, where he provides individualized investment solutions to his clients. He joined Snowden Lane with 18 years of industry experience at Wells Fargo Advisors and JPMorgan private client services. He excels in achieving his client’s financial goals through the development of tailored investment strategies. He is a founding member of “540 Madison Wealth Advisors”, an elite team with over 150 years of expertise in our financial markets. Jacobson works with domestic and international clients. He is fluent in Spanish, French and Haitian Creole. Jacobson is fully licensed, a graduate of the University at Stony Brook where he studied Political Science and Public Policy. He currently resides in New Jersey. He is a firm believer in family first and recently became a first time dad. As a member of La Unidad Latina Foundation, he is part of an organization providing mentorship and scholarships nationally to underserved students and internationally is a volunteer of his time and talents supporting the Waves of Health organization with medical missions in Haiti and the Dominican Republic.
540 Madison Wealth Advisors Group
New York, NY