Jacob Haimson serves as a Client Service Manager for the Lane Hipple Team at Moneta, where he is dedicated to helping clients achieve their financial goals through attentive service and thoughtful planning.  

Jacob joined Moneta in 2025, drawn by the firm’s strong leadership, clear vision, and unwavering commitment to putting clients first. He values Moneta’s culture of integrity and collaboration. Working alongside colleagues who share his passion for delivering exceptional client experiences is a genuine joy for him. 

Jacob previously worked as a Wealth Management Associate at Morgan Stanley, a Loan Officer at Kwik Mortgage, and a Wealth Transition Associate at Merrill Edge. These roles equipped him with deep expertise in portfolio implementation, financial planning, and client communications, as well as a holistic understanding of the wealth management process. 

Jacob earned his Bachelor of Science in Finance from the University of Scranton and is a CFA® Charterholder. He is committed to ongoing professional development and staying current with market trends and financial research. 

Outside of work, Jacob lives in Center City, Philadelphia with his wife. He enjoys spending time with friends and family, staying active at the gym, and playing golf and tennis. Jacob is also a pour-over coffee enthusiast and loves experimenting with new recipes. He is passionate about following the markets and reading macroeconomic research. 

• Chartered Financial Analyst