Berwyn, PA Office

Michael Lovecchio is a CFP® professional with 13 years of industry experience. He has worked at Jacobi Capital Management, LLC since 2017 and previously held roles at LPL Financial LLC, Renaissance Investment Consultants Holding Co., and WFG Investments Inc. Outside of his advisory work, he is involved with MDL Advisory Services, LLC, a business entity for tax and investment purposes. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis. The firm combines fundamental security analysis with a “fusion” approach blending finance, engineering, psychology, and history, and constructs portfolios using tactical, opportunistic, and complementary strategies with defined risk constraints.

Francis Haas Jr. is a financial advisor with Jacobi Capital Management, LLC, holding Series 63 and Series 66 designations and 27 years of industry experience. His prior roles include positions at LPL Financial, Renaissance Investment Consultants Holding Company, and Williams Financial Group. Jacobi Capital Management advises individuals, including high-net-worth clients, as well as institutional and retirement accounts on a limited discretionary basis, combining fundamental security analysis with a multidisciplinary “fusion” approach. The firm offers portfolio management, financial planning, and consulting services, utilizing tactical and opportunistic strategies alongside an advisor-enhanced algorithmic program with automated tax harvesting.