Daniel Jacoby is the Chief Investment Officer, and a Founding Partner of Stratos Wealth Partners, an Advisor run organization that specializes in the practice and execution of financial planning and implementation services. Stratos is a national network of distinguished, experienced financial planning practitioners spread throughout the country and powered by LPL Financial, member FINRA/SIPC. In his current role, Dan is responsible for the investment policy development of the firm, with a focus on portfolio construction, tactical asset allocation*, portfolio implementation, and on-going risk analysis for affluent clients and foundations. He also oversees the research and manager selection process between Stratos and its numerous affiliated investment management firms. Dan acts as a key resource to Stratos advisors’ and their clients in the development of efficient, optimal, and risk-adjusted portfolios to meet their clients’ objectives.
Prior to joining Stratos, Dan was a Portfolio Manager and Director at JPMorgan’s Private Wealth Management Group. There he constructed and managed portfolios for ultra high-net worth clients and foundations. Prior to his tenure at JPMorgan, Dan was a Portfolio Manager at KeyBank in the same capacity.
Dan earned his M.B.A degree with concentrations in Finance and Statistics from the Johns Hopkins University in Baltimore, Maryland. He holds the Financial Industry Regulatory Authority (FINRA) Series 6 and 7 through LPL Financial and series 66 with LPL and Stratos Wealth Partners.
Dan spends his personal time enjoying his family, traveling, and participating in outdoor activities. Dan sits on numerous charitable boards throughout the Cleveland area.
*Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction costs. Investors should consider the tax consequences of moving positions more frequently.