Wellesley - Linden St

Cathy Jacobs

Client Service Manager

180 Linden St, Suite 8A
Wellesley, MA 02482

Cathy Jacobs
Cathy Jacobs

About Cathy

Cathy is responsible for providing the Focus Partners Wealth team with a broad range of client service support. She brings over 20 years of experience working in the investment management industry, with both institutional and individual clients.

In her free time, Cathy enjoys spending time with her daughter, hiking with their dog, reading, and going to the beach.

Education and Professional Milestones

-Simmons College - bachelor of arts in finance

-Has held roles as a member of the private client team at U.S. Boston Capital, as an investment associate at Cambridge Trust Company, and as a director of client communications at OFI Institutional