Education

Bachelor of Science, Business Economics, Wisconsin Lutheran College

Master of Science in Applied Economics, Marquette University

Certifications

CFA charterholder since 2011
Passed the Financial Data Professional (FDP) exam in April 2024

Background

Jacob Fink is a data analyst at Geneva Capital Management. In this role, Jacob creates a variety of financial reports which give insights into the movements of style factors and provide transparency into the risk effects of proposed investment strategy changes. He uses Python to automatically scan portfolios for changes, summarize investment performance, and create new and innovative risk reporting techniques.

Prior to joining Geneva, Jacob was an equity risk analyst at Wells Fargo Asset Management and an investment data analyst at Artisan Partners. Jacob also served as the head equity trader for two other firms in the Milwaukee area. Mr. Fink holds a BS in business economics from Wisconsin Lutheran College, and a master’s degree in applied economics from Marquette University. He received his CFA designation in 2011 and served as the president of the CFA Society of Milwaukee in 2017 and 2018.