Jacob Buckley, MBA

Portfolio Analyst

Jacob recently graduated from Morehead State University with his MBA. For his undergraduate, Jacob attended 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! Jacob has a Series 65 license to assist in our firm’s offering of financial advice to our clients.

Jacob is also currently a CFA Level I Candidate. The CFA program is a globally recognized standard for measuring the competence and integrity of financial analysts. Jacob’s hobbies include spending time with his wife, family, and friends, watching sports, and cheering on UK.