Jacob Oser is an Associate, Private Wealth Client Services at Cresset, where he supports high-net-worth families through comprehensive client service. His responsibilities include financial analysis, client onboarding, and managing asset movement and maintenance to ensure a seamless and personalized client experience.
Prior to joining Cresset, Jacob served as an associate at IEQ Capital for over two years. There, he gained hands-on experience in portfolio construction, alternative investment analysis and reconciliation, and delivering holistic, end-to-end support tailored to ultra-high-net-worth clients.
Jacob earned his Bachelor of Science in management and marketing with a concentration in energy from Tulane University in Louisiana.
Outside of work, Jacob enjoys playing chess and staying active, especially through swimming, tennis and skiing.