Jacob Robak, Trading and Operations Associate, has been with Visionary Square since April 2026. His responsibilities include assisting with daily trading and portfolio management while handling partner requests and support across custodians.
Before joining Visionary Square, Jacob worked as a Senior Operations Specialist and Financial Advisor with LPL Financial. He earned his BS in Economics from Clemson University and holds his FINRA SIE, Series 7, and Series 66 licenses.
Born in Detroit, MI, and raised in Mount Pleasant, SC, Jacob now lives in Tega Cay, SC, with his wife and their dog, Koby. Outside of work, he enjoys golfing and hiking with his family.
Jacob Robak
Trading and Operations Associate
Jacob Robak, Trading and Operations Associate, has been with Visionary Square since April 2026. His responsibilities include assisting with daily trading and portfolio management while handling partner requests and support across custodians.
Before joining Visionary Square, Jacob worked as a Senior Operations Specialist and Financial Advisor with LPL Financial. He earned his BS in Economics from Clemson University and holds his FINRA SIE, Series 7, and Series 66 licenses.
Born in Detroit, MI, and raised in Mount Pleasant, SC, Jacob now lives in Tega Cay, SC, with his wife and their dog, Koby. Outside of work, he enjoys golfing and hiking with his family.