Broker Check
Luke A. Jacobson, CFA

Luke A. Jacobson, CFA

Lead Wealth Manager

Luke A. Jacobson, CFA® has been with Presidio Capital Management since March of 2020.  His career is in security selection, portfolio construction and risk management of domestic equity portfolios, and investment communication, for institutions, foundations, and high net worth clients. He was a Principal, Senior Vice President and Portfolio Manager with Wall Street Associates, a boutique RIA in La Jolla, CA.  He received his MS in Finance from the University of Missouri.  Luke is a CFA Charterholder and a member of the CFA Institute and the CFA Society of San Diego.