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Rodman Azar

Wealth Advisor, Managing Director and Portfolio Manager

Jacobi Capital Management LLC

United States, Pennsylvania, Clarks Summit

About Me

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

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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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