Est. 2016 ·
Rohan C. Jacob
Wealth ManagementGoldman Sachs · AWMCPCU · AReSeries 7 · Series 66 · SIEEstate · Tax · Risk · CashflowAvailable for conversationsPhotography · Travel · AI · Personal FinanceWealth ManagementGoldman Sachs · AWMCPCU · AReSeries 7 · Series 66 · SIEEstate · Tax · Risk · CashflowAvailable for conversationsPhotography · Travel · AI · Personal Finance

Finance, life and everything.

Associate at Goldman Sachs helping executives and ultra-high-net-worth families plan across portfolios, taxes, estates, and generations.

Available for conversationsSeries 7 · 66 · SIECPCU · ARe
Rohan C. Jacob
01
About the work
a dossier
Years in financial services10
Countries photographed14+
Cities lived in3
Cups of coffee

A decade inside insurance and wealth — now building a practice at Goldman Sachs, a writing habit on Substack, and a curiosity for every market that touches it.

I started in Bangalore underwriting Fortune-500 property risk at AIG and ended up in New Jersey advising C-suite families on what to do with the money that follows. The throughline: I like complicated balance sheets and the people attached to them.

Outside work, I write Project 1-to-10, a slow essay series on the small moves that I'm making to learn new skills. I shoot photography on trips, every chance I get, and I'm always picking up the next skill — right now that's Videography, Vibecoding, and poking at new AI tools.

02
Off the clock
outside the spreadsheets
— 01

Photography

Mostly travel and street. Fuji X-series in a small bag, no tripod. The best frames are the ones where you had to wait.

Fuji · 35mm · Film sim
— 02

Travel

Fourteen countries and counting. I plan the first day, improvise the rest. Favorites so far: Hue, Langkawi and Dubai.

14 countries
— 03

AI

Pragmatic user, not a doomer or a hype-guy. I use LLMs daily for research, writing, and code. Interested in how AI changes client work in wealth management.

LLMs · Agents
— 04

Learning new skills

Always picking up the next thing — Videography, new AI tools, and writing Project 1-to-10 on Substack. Curiosity compounds.

Video · AI · Writing
03
The record
2016 → now
YearRole / FirmTenureLocation
'23
Goldman Sachs — Asset & Wealth ManagementAssociate, Executive Financial Management
Jan 2023 – Present
New Jersey
  • Partner with senior advisors to manage 80+ executives and UHNW families with $1.17B+ in assets.
  • Run portfolio reviews, rebalancing, and asset-allocation work against client risk profiles and objectives.
  • Cover the full planning surface: estate, tax, retirement, risk management, cash flow, investments.
'22
Goldman SachsSummer Associate, Consumer Wealth Management
Jun 2022 – Aug 2022
New York
  • Worked with three advisors on full-stack planning for C-suite executives and their families.
'21
AIG Analytics & ServicesAssociate Technical Lead, Underwriting Analytics
Apr 2021 – Jul 2021
Bangalore
  • Led a team of 15 delivering accounts with 99% technical-valuation accuracy.
  • Chaired the Standardization Committee — re-wrote the global UW/CAT modeling process for easier resource deployments.
'19
AIG Analytics & ServicesSenior Underwriting Analyst, GI Property
Apr 2019 – Apr 2021
Bangalore
  • Risk selection for 150+ commercial property clients, many Fortune 500.
  • Redesigned the CAT modeling workflow — cut turnaround time to 40% of original.
'17
AIG Analytics & ServicesTechnical Underwriting Analyst, Middle Market
Sep 2017 – Apr 2019
Bangalore
  • Technical risk assessments on middle-market businesses with limits up to $1B.
  • Launched a leaner UW process — cut TAT from 6 days to 2.
  • Led internal training; localized cohort training saved ~$80k per cohort.
'16
AIG Analytics & ServicesUnderwriting Analyst, Property & Special Risks
Jul 2016 – Sep 2017
Bangalore
  • Analyzed Commercial Property, Energy and Construction risks for capacity and pricing.
  • Visited US Northeast offices to help underwriters turn analytics outputs into decisions.
— 03.5 / Designations on file
CPCU
Chartered Prop. Casualty Underwriter
Dec 2020
ARe
Associate in Reinsurance
Dec 2020
7
FINRA Series 7
Feb 2023
66
NASAA Series 66
Mar 2023
SIE
FINRA Essentials
Nov 2022
04
The education
2016 → 2022
YearDegree / FieldInstitutionLocation
'22
GraduateMaster of Science, Finance
University of Illinois
Urbana Champaign, IL
  • Gies College of Business · Urbana-Champaign
  • Conferred 2022.
  • Beta Gamma Sigma · Lifetime Member
'16
UndergraduateBachelor of Engineering, Electrical & Electronics
Visvesvaraya Technological University
Bangalore, India
05
Off the desk
leadership · community · awards
— 2022

Finance Consultant — Finance Practicum

Wealth Management Firm · Chicago

Built performance metrics and staffing strategy for a growing Chicago-based wealth management firm as part of my MSF capstone.

— 2022

Management Consultant — IBC

Illinois Business Consulting

B2B go-to-market strategy for a medical device manufacturer preparing to launch a new product line.

— 2020

President — AIG Toastmasters

Pathbreaker & Triple Crown titles

Ran a chapter through the remote-work pivot. Earned two of Toastmasters International's presidential distinctions in the same year.

— 2018 – 2021

President — CoE Employee Engagement

AIG Analytics Centre of Excellence

Built the engagement programming for the Bangalore analytics org — events, recognition, cross-team culture.

— Honors

Beta Gamma Sigma · Lifetime Member

Gies College of Business

Top business-school honor society. Inducted while earning the MSF at UIUC.

— Awards

Extra Miler (2020) · Top Star (2018)

AIG

Recognitions for process redesign, training leadership, and turnaround time reduction across two underwriting divisions.

06
On the shelf
field notes
The Psychology
Housel
The Psychology of Money
Morgan Housel
Finance
Poor Charlie's
Munger
Poor Charlie's Almanack
Charlie Munger
Investing
The Intelligent
Graham
The Intelligent Investor
Benjamin Graham
Investing
Thinking, Fast
Kahneman
Thinking, Fast and Slow
Daniel Kahneman
Decisions
Same as
Housel
Same as Ever
Morgan Housel
Finance
Shoe Dog
Knight
Shoe Dog
Phil Knight
Memoir
The Almanack
Jorgenson
The Almanack of Naval Ravikant
Eric Jorgenson
Philosophy
Superforecasting
Gardner
Superforecasting
Tetlock & Gardner
Decisions
— currently reading

Unreasonable Hospitality

Will Guidara
"The small moves you make for other people — they are not small at all."
1→10
The Substack

Project 1-to-10

Personal finance, slow takes
07
Get in touch
open for the right conversations
Let's talk.
Reach out about writing, a good book recommendation, or the next good trip.
© Rohan C. Jacob · 2026
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