Jacob Woodrum, CFA®, CFP®
As Hobart Wealth’s Lead Investment Strategist, Jacob Woodrum brings analytical rigor and forward-thinking leadership to the firm’s investment process. He oversees the trading team, chairs the Investment Policy Committee, and bridges research and real-world application, translating complex market trends into practical, client-focused solutions.
Jacob holds both the CFA® and CFP® designations – a combination that reflects his mastery of portfolio management, financial planning, and ethical practice. With a sharp understanding of macroeconomic conditions and market behavior, he guides the firm’s investment philosophy with clarity and consistency.
At the heart of Jacob’s approach is a steady, long-term mindset. He believes successful investing is not about reacting, but about planning. “My job is to remove emotion from the equation and focus on what works,” he says. “Markets evolve, but principles endure.”