Peter S. Jacobs, CFA

Peter S. Jacobs, CFA

Chief Investment Strategist

Peter Jacobs is the Chief Investment Strategist for The RMG Group. Peter has 23 years of experience as an equity analyst and stock selector. Prior to joining Stifel, Peter was President and CEO of Jacobs|Broel Asset Management LLC, a firm he co-founded in 2011. He also served as the Director of Research at Ragen MacKenzie, a Division of Wells Fargo Investments, LLC from 2003-2010, and from 2005-2010 Peter managed the firm’s flagship investment vehicle, The Ragen MacKenzie Value Recommended List.

Before joining Ragen MacKenzie in 1994 as an equity analyst, Peter was employed as an operations analyst for the Boeing Company in the Defense and Space Group for three years. Peter has an MBA from University of Chicago Graduate School of Business, with concentration in accounting and finance, and a Bachelor’s degree in Aerospace Engineering from the University of Cincinnati. Peter holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Seattle.

Peter lives on Mercer Island with his two daughters. They enjoy skiing and snowboarding in Whistler B.C., as long as the season allows, and spend the summer months boating on Lake Washington wake surfing and wakeboarding.

Phone (425) 637-3610