Economic & Financial Markets Review

Dr. Jacobsen, frequent guest on national and international television and radio networks, will conduct a market and economic review, providing a current picture of the financial markets and discuss investment strategies within retirement plans.

Brian Jacobsen, Ph.D, CFA, CFP

Senior Investment Strategist, Multi-Asset Solutions -

Wells Fargo Asset Management

Brian Jacobsen is a senior investment strategist for the Wells Fargo Asset Management (WFAM) Multi-Asset Solutions team. In this capacity, he leads the thought leadership efforts by collaborating with team members across the organization; consults on product development, enhancement, and management; and serves as one of the resident experts on the economy, politics, and the markets for internal and external publications and appearances. Dr. Jacobsen also participates on a number of investment councils and research councils. He is a frequent guest on national and international television and radio networks, including CNBC, Bloomberg, and Fox Business News. He is often cited in the press as a source on the Federal Reserve, world economies, and the global markets. Dr. Jacobsen is an associate professor at Wisconsin Lutheran College. He earned a bachelor’s degree in finance from the University of Wisconsin - Madison, and a Ph.D. in economics from the University of Wisconsin - Milwaukee. He also holds a law degree from Marquette University Law School. Dr. Jacobsen has earned the right to use the CFA® and CFP® designations.


Spectrum Investment Advisors, Brian Jacobsen and Wells Fargo Asset Management are unaffiliated.

}); });