Jacob Buckley

Portfolio Analyst

Jacob is a recent graduate from the University of Kentucky where he double-majored in Finance and Accounting. He maintained over a 3.75 GPA and met all graduation requirements in only three years! Due to his academic excellence, he was selected to be a Kentucky Governor’s Scholar. He was awarded numerous college scholarships and made the Dean’s List each semester. Jacob has a Series 65 license to assist in our firm’s offering of financial advice to our clients.
He is currently enrolled in the MBA program at Morehead State University. Jacob is also currently preparing for the Level I CFA® Exam. The CFA® program is a globally recognized standard for measuring the competence and integrity of financial analysts. Jacob’s hobbies include watching sports, cheering on UK, and spending time with his family and friends.