Two of the region’s well-regarded firms, The Monteverde Group, LLC and Jacobson Associates, Inc., are proud
to announce their merger, combining expertise in the financial services and employee benefits fields.
This merger reflects decades of collaboration between the firm’s founders, Blair Jacobson and James
Monteverde, who have shared a professional bond for over five decades. Managing Partner and Chief
Investment Officer of The Monteverde Group, Craig Shensa, and Jacobson Associates’ President, Larry
Jacobson, bring a deeply rooted partnership to the table, having been friends since their high school years at
Shady Side Academy. These enduring relationships are the bedrock of the merger, founded on mutual respect,
trust, shared values, and an unwavering commitment to prioritizing client needs.
Together with their other Equity Partners, Daniel Martin, Wendy Astorino and Ryan Duchak and an
experienced, well-educated team of professional advisors, the firm will continue its commitment to providing
clients’ planning goals and objectives with planning strategies.
“Our firms prioritize Trust, Integrity, and the financial well-being of our clients, said President James
Monteverde. “By combining our resources and leveraging our collaborative strengths and capabilities we seek
to create a stronger, more dynamic organization well positioned for growth and longevity.”
“This merger is more than a business decision. It is the culmination of a shared vision that has been years in the
making.” added Blair Jacobson. “Together, we are excited to build on the Trust we’ve established to further
empower our clients with the tools and knowledge they need to create a roadmap to confidently navigate their
financial futures.”
Craig Shensa added, “Our firms share a common philosophy – placing clients first.” “By merging our teams,
we’re creating a more robust firm dedicated to addressing the full spectrum of financial planning challenges and
opportunities faced by families, business owners and organizations.”
Larry Jacobson echoed this sentiment. “Joining forces allows us to leverage our combined expertise to provide
clients with an enhanced level of service and a broader range of strategies to safeguard their financial future and
be better positioned to take advantage of their opportunities.”
The newly combined firm will operate as The Monteverde Group, LLC whose mission remains true to each of
the founding firms’ missions: To provide comprehensive client-centric strategies that help achieve financial
freedom, growth and client confidence.
For more information, please contact us at: (412)391-0419 or visit us online at: www.monteverdegroup.com.