Get to know our financial analyst intern, Jacob!

Jacob Carroll ‘20
Financial Analyst Intern
 
Jacob Carroll is a senior finance major from El Paso, Texas. At Traditions Wealth Advisors, Jacob is helping determine the firm’s approach to asset allocation and assists with overall investment committee agenda. Along with determining asset allocation, Jacob conducts in-depth market research on specific asset classes that are of interest to the investment committee and Brien. Jacob seeks to assist the firm in developing a comprehensive and efficient way to best service clients.
 
This past summer, Jacob worked with Pacific Investment Management Company (PIMCO), where he gained extensive investment and market knowledge. Through his involvement with Titans of Investing and business honors, Jacob brings a diversified financial experience to the team.
 
With his free time, Jacob enjoys spending time with his roommates, friends and fraternity brothers. Jacob attends Grace Southwood and enjoys deepening his relationship with Christ. Additionally, he loves his moped and playing sports. 

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