Jacob Anglin
Client Strategist at BNY Wealth | Atlanta, Georgia, United States
Jacob Anglin’s Email & Phone Number
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Jacob Anglin serves as a Client Strategist at BNY Wealth in Atlanta, where he advises family offices, endowments, foundations, and institutional investors on comprehensive wealth management solutions. He holds a business degree from the University of North Georgia’s Mike Cotrell College of Business and operates within a firm that currently oversees approximately $2.2 trillion in total assets under management. By applying the company’s multidisciplinary Active Wealth framework, he utilizes institutional-grade investment practices to help clients systematically build and sustain long-term financial portfolios.
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Client Strategist at BNY Wealth in June 2021 - Present
Senior Vice President at BNY Wealth in January 2025 - Present
Associate Client Strategist at BNY Wealth in March 2020 - June 2021
Associate at BNY Wealth in August 2017 - March 2020
Client Services Representative at SunTrust Bank in July 2014 - January 2016
University of North Georgia - Mike Cotrell College of Business, January 2011 to January 2016
University of Georgia - Terry College of Business, January 2018 to January 2019
For over 240 years, we’ve been helping our clients build, manage and sustain their wealth. Today, with approximately $350B in total private client assets and as part of an organization with $2.2T in assets under management overall, we are uniquely positioned to bring our wealth management solutions to accomplished individuals, family offices, planned giving programs, endowments and foundations. Our multidisciplinary Active Wealth approach is structured around five core strategies and utilizes the same practices and discipline employed in institutional asset management. This helps ensure that every financial decision actively and intentionally powers our clients’ goals. It’s this kind of thinking that leads to enduring relationships that span generations. So, what do you want your wealth to do for you? Learn more at bny.com/wealth. BNY Wealth conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. Includes AUM and AUC/A in the Wealth business. As of December 31, 2025. Excludes securities lending cash management assets and assets managed in the Investment Services business.
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Providing personalized financial services to ultra high net worth families including business owners, corporate executives, and family offices. As well as private hedge funds, fund principals and foundations.
What is Jacob Anglin email address?
Email Jacob Anglin at [email protected] and [email protected]. This email is the most updated Jacob Anglin's email found in 2026.
What is Jacob Anglin phone number?
Jacob Anglin phone number is 678-776-0339 and 7065069832.
How to contact Jacob Anglin?
To contact Jacob Anglin send an email to [email protected] or [email protected]. If you want to call Jacob Anglin try calling on 678-776-0339 and 7065069832.
What company does Jacob Anglin work for?
Jacob Anglin works for BNY Wealth.
What is Jacob Anglin's role at BNY Wealth?
Jacob Anglin is Client Strategist
