Jacob Carson

Institutional Client Service Specialist

Experience & Expertise

Jacob is a graduate of Towson University, where he obtained his Bachelor’s degree in Business Administration with two Concentrations: Personal Finance and Investing. While going to school, Jacob learned client service skills through his job as a Building Manager at Towson University. Also through Towson, Jacob was able to obtain an internship at Greenspring Advisors, where he worked with both the Private Wealth and the Institutional practices.

Jacob is an organized and detailed individual with customer service experience whose passion has always been centered around helping others. He is always up for a new challenge and his innate curiosity drives him towards learning new things every day. Jacob felt his internship with Greenspring Advisors was a way to learn more about not only the finance industry but also client service, and operations within the firm. With skills such as writing, customer service, flexibility, and problem-solving, Jacob is excited to get to work with the Institutional team as their Client Service Specialist.

Get Better Acquainted With Jacob

Favorite Thing About Working With Clients

“I enjoy meeting new people and working with different personalities. I think I am very outgoing and like to use humor to connect with people of all different backgrounds, working with people who are different from myself is a learning experience on its own and I find it interesting to see how a person’s background may shape their overall mindset. Being new to this industry, I’m looking to continue to further my knowledge about the financial world so I can help others fulfill their financial goals.”

My Philosophy On Client Service

“You can never ask too many questions. Having an excess amount of information is far better than having a deficit.”

B.S. from Towson University -- Business Administration with Concentrations in Personal Finance and Investing
Best Presentation in Towson University's Second Annual Wealth Management Competition
Sykesville, MD
Towson University
Baltimore Special Olympics, Camp Inclusion, Polar Bear Plunge
Weight Lifting
Spending time with family and friends
Master Your Craft
What I Love about Greenspring

I love how you can find yourself working with colleagues who may not be a part of your direct team. Everyone is willing to help out and lend a hand if you are in need of help or guidance.