Advisors at this firm
Wayne U
CFA®
Holden, MA
Assabet Advisors, LLC
Wayne Ushman is a CFA® charterholder with 22 years of industry experience. He has been with Assabet Advisors, LLC since 2003. He holds several board and committee positions with nonprofit organizations, including serving as a board member of Jeffco Fibres Group, Inc. and chair of the Endowment Committee for the Jewish Federation of Central Massachusetts. Assabet Advisors provides discretionary investment management and consulting services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a scientific approach grounded in modern portfolio theory, emphasizing strategic asset allocation, individualized investment policy statements, and periodic rebalancing.
Thomas J
Series 65
Holden, MA
Assabet Advisors, LLC
Thomas Jacobsen is a financial advisor at Assabet Advisors, LLC with a Series 65 credential and one year of industry experience. He previously worked for BNY Mellon and West Texas A&M University. Outside of his advisory role, he serves as treasurer for Bethlehem Bible Church, handling bookkeeping and accounting. Assabet Advisors provides discretionary investment management and consulting services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm follows a scientifically grounded approach based on modern portfolio theory, emphasizing strategic asset allocation and periodic rebalancing over stock-picking or market timing.
Robert J
CFP®, Series 65
Holden, MA
Assabet Advisors, LLC
Robert Jacobsen is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Assabet Advisors, LLC since 2014. Outside of his advisory role, Jacobsen is involved in competitive driving instruction and car racing, serving as an instructor and team owner and driver. He is also a member of the Town of Holden Finance Committee. Assabet Advisors provides discretionary investment management and consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm applies a scientific approach grounded in modern portfolio theory, focusing on strategic asset allocation, individualized Investment Policy Statements, and periodic rebalancing.
