Freddie Jacobs

Northeast Retirement Systems

Freddie Jacobs is Chief Risk Officer for Northeast Retirement Systems (NRS) and its subsidiary Global Trust Company (GTC). Freddie is responsible for the company’s overall compliance, risk, and fund accounting and finance functions. He has over 25 years of experience in the investment industry and joined NRS in 2013.

Prior to joining NRS, Freddie was with JP Morgan where he was responsible for the 40’ Act Compliance Reporting Services Team. Prior to JP Morgan, he was 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 operational risk. 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 for several organizations. He was the Vice President of Fund Administration for Unified Fund Services (UFS, later acquired by Huntington Bank) in Indianapolis, IN, and was also 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 graduated from Hampton University with a bachelors of science degree in accounting. He is a Certified Public Accountant licensed in Wisconsin. Freddie has been married for 20 years and has three children.