Jacob Geglein, CPWA®
Partner & Wealth Advisor
Jake is driven to serve others and to deeply understand his clients’ goals. Jake began his investment management career at Merrill Lynch in 2009. Since joining Constellation, Jake has helped create a disciplined, customized approach to wealth management which helps ensure clarity and success.
Jake is a graduate of the University of Cincinnati, where he graduated with a Bachelor of Arts in finance, marketing, and business management. He continued his studies at Xavier University, earning an MBA with a concentration in finance.
In 2018, Jake achieved the Certified Private Wealth Advisor® (CPWA®) designation from the Investments and Wealth Institute.
Why Constellation
Motivated by its collaborative culture, Jake joined Constellation, as he cherishes the willingness of all his partners and teammates to work with one another to deliver great solutions for clients. He believes that the collective wisdom of his colleagues is a very powerful force.
What Drives Jacob
Jake focuses much of his personal time supporting the local autism community and is committed to raising awareness and resources, primarily on behalf of IMPACT Autism. Coaching youth sports is also a big part of Jake’s life. He values the impact his coaches have had on his life and now seeks to “pay it forward” by coaching young athletes.
He loves spending time with his wife and their three sons. On weekends, you’ll find them poolside or at a nearby playground.