Portfolio Management Manager
Client Service Advisor
Toll Free: 877.728.6564
Jacob R. Potts is a Wealth Advisor since August of 2016 at DiNuzzo Index Advisors, Inc. which has operated as an SEC Registered Investment Advisory Firm since 1989 and currently manages over $640 million in assets under management. Jacob became our Client Service Advisor in December 2015, and achieved the position of Portfolio Management Manager in January 2017 after initially joining DiNuzzo Index Advisors, Inc. in May of 2015 as an intern while attending Robert Morris University. Jacob was a key component in DiNuzzo Index Advisors, Inc. being awarded the “#1 Best Places to Work” in Western Pennsylvania/Pittsburgh in 2016 by the Pittsburgh Business Times.
Jacob graduated from Robert Morris University in May of 2016 and received a BSBA (Bachelor of Science in Business Administration) degree in finance with a 3.9 GPA. Jacob is a member of the Financial Planning Association (FPA).
Prior to joining DiNuzzo Index Advisors, Inc., Jacob worked for ESB Bank as a Client Service Representative processing account transactions.
Jacob was born and raised in New Brighton, PA and maintains a busy lifestyle by being a PIAA official umpiring baseball games, bodybuilding, monitoring a gym, and golfing when weather permits.