Search

X
Jacob A. Davenport

Jacob A. Davenport

CFP®, CFA®
Manager of Investment Operations

Jacob is the manager of investment operations in Savant's Rockford, IL office, is a member of the Implementation Team, and has a membership interest in Savant. He is a member of the Information Security Committee, an internal panel that provides guidance and leadership in the protection of Savant’s information, assets, and technology. Jacob oversees the day-to-day operations of the department which include account maintenance, data reconciliation, performance reporting, and billing. He previously worked as an investment research analyst on Savant's Investment Team and was responsible for contributing to investment due diligence and portfolio analysis as well as supporting the Investment Committee.

Jacob earned a bachelor of science degree in finance from Northern Illinois University. He is a CERTIFIED FINANCIAL PLANNERTM professional and has attained his Chartered Financial Analyst© (CFA©) designation.

Jacob joined Team Savant in February 2014.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP© and CERTIFIED FINANCIAL PLANNERTM in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Loading


  • * indicates a required field