Rod is a Managing Director and Portfolio Manager with Jacobi Capital Management. With over 27 years of experience in the financial services industry, Rod utilizes his institutional background in banking and finance to deliver unique perspectives and seek strong, lasting relationships with his clients. In addition, Rod is a key contributor to the development, construction, and management of Jacobi’s proprietary investment strategies.
Graduating from Columbia University in New York City, Rod began his career as an investment banking analyst with Chemical Bank. He remained there for over 15 years, through the firm’s acquisitions of Chase Manhattan Bank in 1996 and J.P. Morgan in 2000. Most recently, Rod was a Managing Director with J.P. Morgan, where he originated, structured and closed over $65 billion in mergers & acquisitions, capital raising, and advisory assignments within the real estate, lodging and gaming industries.
Shortly after moving back to Northeastern Pennsylvania to raise his family, Rod was introduced to Jacobi Capital Management’s founder Michael Hirthler. Drawn to Michael’s fiduciary-based, independent platform, and quantitative, evidence-based philosophies, Rod joined the firm as a Wealth Advisor. Over the next several years, Rod helped build-out Jacobi’s operational systems, which targeted and enabled significant growth for the firm. Currently, Rod helps build and manage Jacobi’s proprietary investment strategies, and delivers investment advice and retirement income planning to high net worth families, medical and professional groups, and non-profit organizations.
Rod resides in Clarks Summit with his wife Megan and their three children, and is an active member of the local and regional community. He is currently a trustee and Treasurer of the Everhart Museum in Scranton, a member of Rotary International, a volunteer coach and board member for multiple youth sports organizations in the Abingtons, a school board director and volunteer coach within the Abington Heights School District, and a director of the Tiger Fund for Excellence in Tunkhannock.