Mark Jacoby, CIMA®

Mark is dedicated to helping institutions, individuals, and multi-generational families align their complex financial decisions with their goals and objectives to achieve long-term success. He puts clients first, acts with integrity, leads with exceptional ideas, and commits to diversity & inclusion.

With over 20 years of experience working with institutional investors and within the Sports & Entertainment world, Mark has a deep understanding of the unique financial circumstances faced by athletes and entertainers. As a financial advisor with expertise in institutional strategies, he has guided clients with significant wealth and sophisticated financial challenges toward achieving financial independence.

In his spare time, Mark enjoys cycling, skiing, golfing, volunteering, and spending time with his family.

Before joining True Path Financial, Mark spent four years at Morgan Stanley, 11 years at Merrill Lynch as an Institutional Consultant working as a fiduciary for corporations, foundations, and endowments, and six years in the Sports & Entertainment group at Neuberger Berman, a division of Lehman Brothers, where he focused on athletes, entertainers, agents, owners, and sports executives. He began his career advising business owners and executives on their 401(k) and retirement planning needs.

Mark holds the Certified Investment Management Analyst® (CIMA®) designation, awarded by the Investments & Wealth Institute™ (The Institute) and taught in conjunction with the University of Pennsylvania's Wharton Business School. He earned a BS degree from Oregon State University and was named to Barron's Top 50 Institutional Consultants in 2019, 2018, and 2017.

CA Ins License #: 4328000

Mark is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc., Member FINRA/SIPC. He offers securities in CA and is insurance licensed in CA.