Jacob Lozier is an institutional retirement plan advisor based in Washington, DC and surrounding areas.

Jacob serves as a vice president and financial advisor for retirement plans and nonprofits throughout the Southeast. His specialties are in plan design, governance, portfolio optimization, and CAPTRUST’s discretionary services for all institutional business lines.

He began at CAPTRUST right out of college, after earning Bachelor of Science degrees in economics and in exercise science from the University of North Carolina at Chapel Hill.

Jacob previously worked as a CAPTRUST portfolio manager for defined contribution plans, defined benefit plans, endowments, and foundations, focusing on strategy, compliance, and implementation.

In his free time, he enjoys being with family and his French mastiff Lulu. He can also be found weightlifting, playing basketball, trying new restaurants, and obsessing over UNC basketball.