Peter Jacobs

Peter Jacobs is a Senior Portfolio Manager at Tschetter Group, based in Bellevue, WA. He leads the firm’s core public equity strategy, applying a disciplined, research-driven approach to uncover long-term value for high-net-worth and institutional clients. His responsibilities focus on individual stock selection and overall portfolio strategy, emphasizing fundamental analysis, valuation, and a long-term investment horizon, particularly within public equities.

Peter has nearly 30 years of investment management experience. His career includes roles as Chief Investment Strategist for Stifel RMG Group and Principal at Jacobs | Broel Asset Management. He began in equity research at Ragen MacKenzie, ultimately becoming Director of Research, and has consistently focused on public equities—especially stock selection and portfolio management—for both retail and institutional investors.

He holds an MBA from The University of Chicago Booth School of Business and a BS in Aerospace Engineering from University of Cincinnati. Recognized for his rigor and thoughtful process, Peter has earned the CFA® and CFP® designations, and is known for his contribution to building long-term wealth through careful company analysis, valuation discipline, and maintaining a strong client-first ethos. His deep expertise lies in public equities and portfolio construction for long-term growth.