Dan Matola has been named president of Milwaukee-based Jacobus Wealth Management Inc.
Matola, who will continue to serve as chief investment officer and will also join the board of directors, will be responsible for day-to-day management of the business. Peter Bach, chairman and chief executive officer, will continue in his role.
Matola has worked at JWM since 2002 and has served as CIO since 2012. He holds a bachelor’s of business administration in finance from the University of Wisconsin-Whitewater and graduated from the UW-W applied investments program. Matola also holds a chartered financial analyst designation.
“We are pleased to have Dan take the next step in his career with JWM,” Bach said. “In his new position, Dan will take on additional responsibilities, including a more active role in setting the organizational strategy, assisting in the navigation of an increasingly complex regulatory environment and guiding the firm across a rapidly evolving technology landscape.”
