Jacob Rodriguez

Assistant Vice President, Investment Analyst

Reno, NV

Jacob Rodriguez serves as an Assistant Vice President, Investment Analyst at Whittier Trust’s Reno office. He joined Whittier Trust in 2017 and works with high-net-worth families, foundations, and endowments. In his role, he collaborates closely with clients to create comprehensive wealth management plans customized to their unique goals and circumstances. Additionally, Jacob specializes in analyzing companies within the Information Technology and Consumer Staples sectors.

He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Nevada. Jacob graduated magna cum laude from William Jessup University with a bachelor’s degree in Business with a concentration in Finance.

Outside of work, Jacob serves as a board member at the Food Bank of Northern Nevada and is a member of Giving What We Can. Previously, Jacob volunteered with Renown Hospital, where he worked as a hospice volunteer. During his free time, he enjoys exploring the local art co-op and traveling with his wife and son.