Brad Jacobson is the Founder and Managing Member of Oliver Luxxe Assets, LLC, where he currently serves as Managing Director and Senior Client Portfolio Manager overseeing firm-wide investment strategies and client relationships. 

He began his career in 1993 at Gibraltar Securities Co., gaining deep expertise in municipal and corporate credit markets. Brad subsequently held wealth management roles at Merrill Lynch before advancing to portfolio management responsibilities at UBS, where he managed Large Cap Core and Global Core Equity portfolios for the firm’s STAR wealth management team. 

In 2014, Brad co-founded Oliver Luxxe Assets. He served as lead portfolio manager for the firm’s equity strategies until 2018, when he transitioned Joseph Sharma, CFA into the CIO role to focus on high-level portfolio oversight, client advocacy, and the continued strategic growth of the firm. His background spans over three decades of experience across credit analysis, wealth advisory, and institutional equity management.



Brad earned a Bachelor of Science in Finance with a minor in Economics from Syracuse University.