Jacob Messina

Jacob Messina, CFA, is a seasoned expert in equity research and sustainability investing, boasting extensive experience in research, investments, and leadership roles.

He holds a CFA Charter and completed his Bachelor of Science in Finance at the University of Maryland. Jacob also obtained an MBA from Fordham University and pursued graduate coursework in Sustainability Management at Columbia University.

During his career, Jacob has held various significant positions, including Healthcare and Consumer Cluster Lead, Head of Sustainable Investing Research, Deputy Head of Sustainable Investing Research, and Senior Sustainable Investing Analyst at Robeco. He has also served as a Senior Equity Research Associate focusing on Health Care at BMO Capital Markets and as an Equity Research Analyst in the Industrials sector at Trust Company of the West and The TCW Group. Additionally, he expanded his expertise as Vice President of Compliance and Underwriting at Two Jinn, Inc.

Jacob Messina demonstrates a strong passion for constructing concentrated portfolios composed of high-quality companies with minimal turnover, aligning with his dedication to sustainable and impactful investing strategies.

His educational background, coupled with his diverse professional experience, highlights Jacob as a well-rounded and accomplished professional in the finance and sustainability domains.