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

Jacob specializes in fiduciary and investment advisory services for retirement plans, endowments, foundations, and institutional portfolios.

He serves as a key expert for committees on governance, plan design, asset allocation, and strategy.

Jacob is passionate about helping organizations help their participants and grow their community impact with independence and integrity. He has extensive experience as an investment portfolio manager and has been with CAPTRUST his entire career.

Outside of work, he enjoys spending time with family, exploring new restaurants, and playing basketball.