Managing Director, Head of US Intermediary Distribution, Macquarie Asset Management, Client Solutions Group Americas
Rachel Jacobs is responsible for intermediary distribution to broker/dealers, registered investment advisors (RIAs), defined contribution investment-only (DCIO), Family Wealth, and other financial institutions. In addition, she and her team are responsible for developing enterprise relationships and enhancing the understanding of the firm’s capabilities and product solutions among key distribution partners and platforms. Prior to joining Macquarie Investment Management (MIM) in May 2010 as vice president of key accounts, she served as vice president and national account manager at Goldman Sachs from December 2005 to May 2010, managing relationships across several business groups and product areas at various broker/dealers. From 2001 to 2005, Jacobs served as a director of strategic relations at Lord Abbett, and she began her career at Merrill Lynch. She earned her bachelor’s degree with a dual major in economics and political science and a minor in communications from the University of Rhode Island.
Opening Act: Institutional Quality Private Portfolios for Accredited Investors: New Practical Solutions: A 3-Part Workshop
Part 3: Private Markets Solutions in Your Practice