BROTHER FREDDIE JACOBS, JR. is Chief Operating Officer of Northeast Retirement Systems (NRS) and its subsidiary Global Trust Company (GTC). Freddie is responsible for the day-to-day operational delivery of our solutions to clients, the technology that supports our services/solutions as well as the compliance, risk and GTC finance funds.
He has over twenty-five years of experience in the investment industry, and joined NRS in November of 2013. Prior to joining NRS Freddie spent two years at JP Morgan where he created and lead the 40’ Act Compliance Reporting Services Team. Prior to JP Morgan he spent four years with State Street Bank as a Risk Manager for Investor Services. While at State Street he was responsible for new product reviews, new business risk assessments, risk control self-assessments, and other duties related to mitigating risks to the organization. Prior to State Street’s acquisition of Investors Bank and Trust (IBT) Freddie was the Director of Operational Risk and Compliance for Mutual Fund Administration at IBT. Before joining IBT he accumulated over ten years of experience in various roles at various organizations. He was the Vice President of Fund Administration for Unified Fund Services (“UFS”, later acquired by Huntington Bank) in Indianapolis, IN, and was the CFO for the UFS sponsored Unified Series Trust Fund. Freddie began his career with Arthur Andersen as an auditor in Milwaukee, WI, and later worked at U.S. Bancorp Fund Services as an AVP in Fund Administration and Sunstone Financial Group (later acquired by UMB) as a Financial Analyst.
Freddie is originally from Milwaukee Wisconsin and graduated from Hampton University with a Bachelor’s degree in Accounting, and is a Certified Public Accountant. Brother Jacobs is a Spring 1998 initiate of Alpha Phi Alpha Fraternity, Inc. through the Delta Chi Lambda chapter in Milwaukee, WI.