Chief Investment Officer, SWA
Daniel Jacoby is the Chief Investment Officer, and a Founding Partner of Stratos Wealth Partners. As a partner of Flagship Financial Advisors, Dan specializes in the practice and execution of financial planning and implementation services.
Dan is responsible for input into Flagship Financial Advisors investment policy development, with a focus on portfolio construction, tactical asset allocation*, portfolio implementation, and on-going risk analysis. Dan acts as a key resource to Flagship Financial Advisors 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 7 through LPL Financial and 66 through 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.