Jacob M. Geglein, CPWA®

Designations

• Certified Private Wealth Advisor (CPWA®)

Work Experience

• Jake joined MAI in April of 2025
• Prior to MAI, Jake was a Partner & Wealth Advisor with a small Cincinnati based RIA
• Jake started his career in 2009 when he joined a national wirehouse
• Serving multi-generational families is a passion of Jake’s as he helps families in areas like, strategic planning, family governance, investment, tax, and philanthropic planning

Life Outside of MAI

• Jake married his high school sweetheart, Lisa, and they have three sons
• Serves on the Board of Directors for IMPACT Autism and is the Chair of the Mayfield Classic golf outing
• Youth sports are a big part of Jake’s life and he serves on the Board of Directors for the Anderson Aces baseball club
• Jake is a graduate of McNicholas High School and remains involved by serving on the Endowment Committee

Education

• University of Cincinnati, BA in Finance, Management, and Marketing
• Xavier University, MBA in Finance