Jacob K. Kasperski, CFA is a Portfolio Manager at A Smarter Way to Invest, specializing in quantitative research and data-driven portfolio management. He earned a Bachelor’s degree in Finance from Eastern Michigan University. Jacob joined the firm in 2021 and earned the CFA® Charterholder designation in April 2025. He leads quantitative research and data analytics, supporting portfolio construction and the ongoing management of the firm’s disciplined investment strategies.