Jacob Malina’s experience providing personalized financial solutions to ultra-high-net-worth, multi-generational families gives him a deep understanding of the complexities and unique planning needs that accompany wealth. His technical expertise in this space includes preparing tax projections and reviewing estate plans and wealth transfer strategies. 

Jacob joined Moneta as an Advisor after seven years at Plancorp as a financial planner and wealth manager. He earned his Bachelor of Science degree in Finance with a minor in Political Science from the Kelley School of Business at Indiana University and his Certified Private Wealth Advisor® (CPWA®) Certification from the University of Chicago’s Booth School of Business. He is also a CERTIFIED FINANCIAL PLANNER® and an Accredited Investment Fiduciary®.  

Away from work, Jacob serves as board member for the Indiana University Alumni Association St. Louis Metro Chapter. He loves traveling, exploring new restaurants with his wife, and staying active by golfing, snowboarding, and hiking.