Jacob Greene, Senior Vice President, joined the firm in 2022. As Head Strategist for NB Custom Direct Investing (CDI)™, he is focused on developing the custom SMA platform and supporting client efforts. Previously, Jacob spent over a decade in various positions at Parametric, Eaton Vance and Morgan Stanley, working with RIA and Private Bank clients on due diligence, platform placement and distribution of direct investing solutions. He received his BBA from Pacific Lutheran University.