Jacob Goldberg CFA, FSA

Jacob Goldberg is a Senior Investment Director for the Pension Practice at Cambridge Associates.

Jacob has more than a decade of actuarial and investment experience. He advises DB pension plans on their asset-liability management, liability driven investing design, risk management, and de-risking planning. He also advises on custom target date fund design for DC pension plan clients. In addition, Jacob works across practices to assist non-corporate pension clients with their portfolio’s risk, liquidity, and stress testing.

Prior to joining Cambridge Associates, Jacob worked in the OCIO practice at Mercer, assisting pension plans in all aspects of their investment design. Prior to Mercer, Jacob worked at Towers Watson in their actuarial consulting practice, working with corporate pension plans to manage their pension liabilities.

Jacob received his MS in Quantitative Finance from McCallum Graduate School at Bentley University and his BS in Mathematics Sciences from Bentley. He is a CFA® charterholder and an FSA (Fellow of the Society of Actuaries).