Our People

 

Jacob Robertson

Jacob Robertson
Consultant – Mid-Atlantic

Jacob Robertson is a regional consultant in the private client group at Tortoise. His responsibilities include developing the sales channel for the firm’s products in the New England region. Previously, Jacob was a financial adviser at Ameriprise Financial, where he helped clients with financial planning, investments and risk management strategies. He has more than 15 years of financial services experience. His prior experience also includes serving as a mortgage loan consultant for Principal Residential Mortgage, Wells Fargo Home Mortgage and Homestead Financial Mortgage. Jacob has a Bachelor of Arts in psychology from the University of Missouri-Columbia and holds Series 7 and 66 licenses. He also volunteers at Lee’s Summit, Mo. High School varsity football events.

 

Firm Overview (At 7/31/2018)

 

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