Jacob R. Ball

As a Consultant, Jacob works closely with senior consultants and directors to provide investment management and financial planning services to individuals, families and foundations. He has earned the CERTIFIED FINANCIAL PLANNER™ certification in 2024 to better serve Altair’s clients. He is currently working to obtain his Chartered Financial Analyst® designation.

Jacob joined Altair as a Client Services Intern in 2021 and became a permanent team member in 2022. He graduated from Indiana University with a bachelor’s degree in finance and accounting. He was a member of the Wealth Management Workshop in the Kelley School of Business.