Dave Jakubowski serves as a Senior Vice President of Ellsworth Advisors. With more than 30 years of portfolio management experience, Dave leads the execution of client trades, asset allocation modeling, and research on fixed income and equity investments. He is also responsible for providing wealth management and comprehensive financial planning services to individuals and families.
Dave is a graduate of Kent State University with a bachelor’s degree in Finance. Dave holds the Series 65 Uniform Investment Advisor securities license and possesses over 30 years of experience with Prudential Securities, McDonald & Company Investments, Robert W. Baird, and Morgan Stanley.
As a community-minded individual, Dave is a member of the Parma Amateur Athletic Federation, the Boy Scouts of America, and several committees at St. Charles Borromeo. He lives in Parma, Ohio, with his wife and is the father of four adult children. In his spare time, he enjoys golfing, hiking, and high school, college, and professional football, as well as Major League Baseball.