Dave Jakubowski serves as a Senior Vice President of Ellsworth Advisors. Possessing more than 30 years of portfolio management experience, Dave takes a lead role in 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 involved individual, Dave is a member of the Parma Amateur Athletic Federation, Boy Scouts of America and several committee memberships for 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.