We Work Together
We pool our knowledge, experience, and skills so we can offer you multi-disciplined perspectives and unparalleled service.
Profile
Jacob Schutt
Swallow Tailed Kite. This bird rarely flaps its wings and at the same time is one of the most acrobatic birds in flight. It spends 80% of its life on the wing - even while eating insects and lizards it catches from the tops of trees. Found mostly in the South Eastern United States along hardwood bottoms and river forests, I often see it while visiting our family farm in Alabama.
While in grade school in Wilmington, Delaware, my first interaction with computers was programming simple illustrations on the green screen of a TSR80.
Fly-fishing. Influenced by my Uncle Jerry at early age, he told me that fly-fishing will take you many places that you would otherwise never see. From Mongolia to Florida, Colorado to California, I have often found that it is the best way to appreciate and connect with the places that I have lived and visited.
My father was a long time board member for a local school. One of the fundraisers that he organized was having a small travelling circus come to town. When those events happened, I would spend time with the clowns, and it was through their guidance that I learned to perfect my juggling skills.
Chadds Ford, PA; North East Harbor, ME; Marion, MA; Newport, RI; Greensboro, NC; Boulder, CO; Boca Grande, FL; Washington, DC; Mill Valley, CA
About Jacob
- Objective: Jacob's goal is to help create a truly innovative wealth management firm founded on the principles of a disciplined planning process, an open architecture platform, and a fiduciary responsibility to clients.
- Specialized Responsibilities: Chief Technology Officer
- Snapshot: Jake has extensive experience with intergenerational wealth transfer that empowers future generations, while achieving long-term goals of current stake holders.
Experience
- Wealth Manager, Global Wealth Management Group Morgan Stanley, San Rafael, CA; achieved Pace Setter's award and built his business providing advice to affluent individuals, families, and trusts
- Senior Technology Consultant for several web development firms serving the largest global non-profit organizations, Washington, DC, and San Francisco, CA
Education
- University of Colorado, Boulder, BA, English
Affiliations & Boards
- Chairman of the Board, Wilmon Timberlands, a timber investment and management company
- Chairman of the Board, Richardson Bay Audubon Center
- Board Member, Audubon California
