Your Team

Jacob C. Adamczyk, AIF®
Director, Retirement Plan Services

Professional Experience

Jake leads the investment management process for the firm’s corporate retirement plan clients. In this role, he oversees the monitoring and due diligence of client investments and also delivers the firm’s economic and capital markets viewpoints to plan committees. He is also responsible for the implementation and execution of the firm’s fiduciary governance program for its corporate retirement plan clients. 

Jake began his career advising high-net worth individuals and families, which allows him to bring a planning-centric approach to his involvement with participant education.

Areas of Expertise

  • Fiduciary governance
  • Investment management and due diligence
  • Participant education

Education and Professional Accreditations

  • John Carroll University
  • Accredited Investment Fiduciary® (AIF)

Awards

  • fi360 – National Fiduciary Article of the Year

Professional Associations

  • Center for Fiduciary Studies

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