
Second Quarter Investment Report – 2025
July 11, 2025
Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...
Jacob Longinette strives to help his clients in any way he can. He always knew he wanted an opportunity to help others with his career, and he is passionately driven to provide world-class client service.
Jacob joined the Koeneman Team in 2020 as a Client Service Manager after graduating from The University of Alabama with a B.S. in both Finance and Economics. At UA, Jacob was involved in several finance organizations which sparked his interest in wealth management. Also, he is an aspiring entrepreneur, having completed a startup program through UA.
Jacob collaborates with Advisors and Partners to develop tailored investment strategies and manages various client requests, ensuring seamless client service and satisfaction.
Jacob enjoys traveling, weight training, racquet sports, and cheering on the Alabama Crimson Tide, the Buffalo Bills, and all St. Louis sports. He embraces a variety of volunteering and community involvement opportunities and is also an alumnus of St. Louis University High.
Dive into the latest insights from our expert team with our personal touch.
July 11, 2025
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