Rod is a Managing Director and Portfolio Manager with Jacobi Capital Management. With over 27 years of experience in the financial services industry, Rod utilizes his institutional background in banking and finance to deliver unique perspectives and seek strong, lasting relationships with his clients. In addition, Rod is a key contributor to the development, construction, and management of Jacobi’s proprietary investment strategies. Graduating from Columbia University in New York City, Rod began his career as an investment banking analyst with Chemical Bank. He remained there for over 15 years, through the firm’s acquisitions of Chase Manhattan Bank in 1996 and J.P. Morgan

Rodman Azar
Wealth Advisor, Managing Director and Portfolio Manager
Jacobi Capital Management LLC
United States, Pennsylvania, Clarks Summit
About Me
Profile Information
Wealth Advisor, Managing Director and Portfolio Manager
Jacobi Capital Management LLC
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Clarks Summit
Pennsylvania
United States
Oct 26, 2025
Work Experience
Everhart Museum
Trustee and Treasurer Present
Email: razar@jacobicapital.com
Rotary International
Member Present
Email: razar@jacobicapital.com
Abington Heights School District
School Board Director and Volunteer Coach Present
Email: razar@jacobicapital.com
Tiger Fund for Excellence
Director Present
Email: razar@jacobicapital.com
Jacobi Capital Management
Wealth Advisor, Managing Director and Portfolio Manager Jan 2000 - Present
Email: razar@jacobicapital.com
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