Company
Greg Jacobs experience spans over 15 years in the financial services industry with an emphasis on working with high net worth investors.
Greg graduated from the University of Pittsburgh before attending Carnegie Mellon University’s Masters of Public Management program.
Greg’s vast financial advising experience began at Dean Witter where he trained in both the Pittsburgh offices and New York offices. It was with this extensive training that Greg learned the true principals of financial planning, risk assessment, asset allocation, diversification, rebalancing and investment monitoring. The software programs that Greg utilizes in these principals of investing are state of the art.
Greg also focuses on speaking to college and university professors as well as school teachers using financial seminars to help them understand and manage all aspects of their finances.
Greg resides in the Fox Chapel area of Pittsburgh and is active in his community. He is also a 30 year member of the Pittsburgh Field Club which is also located in Fox Chapel.
Holly Kozer’s diverse experience extends over 20 years in marketing, client relations, administration, office management, and compliance oversight.
Holly graduated from Robert Morris University and received her MBA with a concentration in Business and Marketing in 1993.
Her experience began at an international marketing company in 1991. Holly then took a position with a large medical physician group, which led to working at Highmark as a Credentials Coordinator. During the late 90s, she chose to stay at home to raise her children, and re-entered the workforce in 2006.
Holly began working part time with Gregory Jacobs in 2006 as a Marketing Coordinator, which then lead to a full time position in 2009 as Marketing Coordinator & Client Relations Manager. Holly oversees all office operations, faciliates marketing efforts, maintains all compliance requirements, as well as manages the on-going relations with our clients.
Holly resides in Indiana Township, north of Pittsburgh, volunteers for various organizations in her community, and enjoys spending time with her two children.
The RIGHT Team - Relationships Initiating Growth by Highlighting Trust
The R.I.G.H.T. Team, our back office support team, is a value-added service and key resource for our business. They strengthen plan sponsor and existing participant relationships as well as assist our clients in the transfer process into Voya employer sponsored retirement plans.