Contact Us

Yoni Jacobs CFA CMT CAIA


Professional Experience: Long/Short Hedge Funds – Equity Research, Portfolio Strategy, Investment Analysis; Bank of America / Merrill Lynch – Investment Management; Wiley Publishing – Author

Education: B.B.A., Finance, and B.A., History – CUNY Honors College at Queens College

Certifications: Chartered Financial Analyst (CFA) charter – CFA Institute; Chartered Market Technician (CMT) – CMT Association; Chartered Alternative Investment Analyst (CAIA) – CAIA Association

Yoni joined Training the Street in 2022 with wide-ranging experience in the public markets.

As Investment Analyst, Strategist, and Portfolio Manager at a number of long/short hedge funds, Yoni directed equity research, performed extensive fundamental and technical analysis to identify attractive investment opportunities, developed quantitative screeners and algorithms, executed complex trades, and presented market outlook and thought leadership to clients and stakeholders.

As an Investment Analyst at an activist fund, he learned how to delve deep into a company’s SEC filings and financial statements, build valuation models, and initiate change at multiple public companies, aimed at improving performance, corporate governance, and best-interest of shareholders.

With the opportunity to join one of the most successful teams at Bank of America / Merrill Lynch, Yoni was responsible for portfolio selection, asset allocation, and trade execution for HNW investors, business owners, and corporate executives.

Yoni is a published author. He has been featured on CNBC, CNN, BNN, Fox Business, Reuters, Investor’s Business Daily, and other top sources. His passions include the stock market, baseball statistics, ultra-marathons, and family. 

« Back to Team page