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Jacob Gamble in Crain Currency: why family offices shouldn't blur the CFO and CIO. Jacob Gamble, Principal at Cowen Partners and Head of Steward, the firm's family office practice, was featured in Crain Currency in an article on a quiet status inversion reshaping family office hiring: the CFO, long overshadowed by the chief investment officer, has become the hardest and most sought-after seat to fill. His more pointed contribution is a warning against a common shortcut. When a family office loses or lacks a CIO, it's tempting to let a long-tenured, trusted CFO absorb the investment role. Jacob's view is blunt: that's confusing trust with capability. As he puts it, the trust is necessary but completely inefficient, and promoting someone whose instinct is to eliminate surprises into a seat that requires underwriting growth and uncertainty rarely holds. He brought the point to life with a live search he's running for a Northern California family worth more than a billion dollars, whose portfolio, particularly its private equity positions, isn't working. The real question, Jacob says, is how badly the family needs cash flow and yield. When the answer is urgent, you don't want the long-term generalist every family claims to want. You want the surgeon who can triage in three years. About Crain Currency. Crain Currency is a trusted source for news and insights on family offices and ultra-high-net-worth investing, connecting readers with timely, authoritative reporting since 2022. Their mission is to combine expert journalism with actionable analysis to help families and advisers navigate complex markets, preserve wealth and plan for the future. Jacob Gamble, Principal. Their mission is to combine expert journalism with actionable analysis to help families and advisers navigate complex markets, preserve wealth and plan for the future. Jacob Gamble is a Principal at Cowen Partners Executive Search, a leading executive search firm, where he specializes in identifying and recruiting top talent for C-suite and leadership roles in the financial services industry. With over 20 years of global experience in management consulting, investment banking, investment management, family offices, and corporate strategy, Jacob brings a wealth of expertise to his role. Jacob rose to the level of Vice President of Fisher Investments, overseeing a $3.3-billion-dollar business line during his 13-year period with the company. He then worked as a Managing Director at Paulson Investment Company, a highly esteemed investment bank focused on the small to mid-cap markets. Jacob then became Paulson's top executive of their bridge loan hedge fund. After Mr. Gamble's successes at Paulson, he moved into the CEO position at a publicly traded, multi-state drug rehabilitation franchise in which he completed a full-scale corporate reorganization, increasing shareholder value by nearly 300% before moving to Chairman of the Board of Directors. Jacob has in-depth knowledge, contacts, and experience within the financial industries and specialized in the process of licensing, buildouts, and development of vertically integrated operations. Jacob also has experience in acquisitions of small private companies and operational integration of disparate businesses. Jacob graduated from Oregon State University with a B.S. in General Science and an M.S. in Management from Florida Institute of Technology (with an HRM Concentration). Jacob was an occasional lecturer at the University of Oregon's Charles H. Lundquist College of Business in portfolio management and environmental, social, and corporate governance (ESG) investing for the Chartered Financial Analyst Society in Portland, Oregon. Jacob has also authored papers on the United States federal debt, corporate debt, and the Social Security Administration. At Cowen Partners Executive Search, Jacob leverages his decades of comprehensive experience to help organizations secure transformative leadership talent. Executive Search expertise across investment advisors & financial services. Cowen Partners brings institutional-grade executive search capabilities to investment advisors, family offices, and financial services organizations seeking leadership that competes at the highest levels of global finance. Industry-Specific experience. 1. Investment advisors. * Private Wealth Management: Identifying leaders who excel in building client relationships, portfolio strategies, and wealth preservation for high-net-worth individuals. * Institutional Asset Management: Recruiting executives with a proven ability to manage large-scale investments, develop institutional strategies, and drive asset growth. 2. Hedge funds. * Investor Relations: Sourcing professionals with expertise in securing investor trust, managing capital raises, and navigating complex stakeholder communication. * Fund Operations: Placing operational leaders with a track record of streamlining processes, ensuring compliance, and optimizing fund services. 3. Family offices. * Infrastructure and Methodologies: Recruiting executives who build robust operational frameworks, apply disciplined investment methodologies, and create sustainable strategies for generational wealth. * Investment Approach: Identifying talent skilled in aligning family values with investment strategies and managing diverse asset classes. 4. Investment banks. * Institutional Sales: Placing top-performing executives adept at expanding institutional client bases, structuring innovative financial products, and generating revenue growth. * Expansion Strategies: Recruiting leaders experienced in M&A, market entry, and scaling operations across global markets. 5. Broker-Dealers. * Retail Asset Management: Identifying executives skilled in product development, investor education, and driving adoption in retail investment channels. Functional expertise. * Research: Recruiting executives who drive data-informed decision-making and market intelligence strategies. * Corporate Communications: Placing leaders skilled in managing brand reputation, stakeholder engagement, and strategic messaging. * Client Service: Identifying professionals with exceptional client management and retention skills in competitive markets. * Sales & Business Development: Sourcing executives with a track record of exceeding revenue targets, expanding market share, and driving organizational growth. * Portfolio Management: Placing investment professionals who deliver results through innovative strategies and disciplined risk management. * Change Management: Recruiting leaders who effectively navigate organizational transformation, cultural shifts, and strategic realignment. Steward: executive leadership for family offices in all 50 States. Steward, the dedicated family-office practice of Cowen Partners Executive Search, helps families secure executive leaders who preserve legacy, enhance stewardship, and position the enterprise for long-term success. Whether the need centers on a disciplined Chief Investment Officer, a forward-looking Chief Financial Officer, or a steady, operationally minded Chief Operating Officer, our senior-partner-driven approach ensures a search defined by discretion, alignment, and strategic clarity. For multigenerational families, first-generation wealth creators, and newly formalized family offices, we tailor every engagement to your governance structure, investment posture, and family objectives. The result is leadership that strengthens operational resilience while honoring the values that anchor the family's identity. We specialize in identifying executives who bring both technical competence and principled judgment - leaders capable of navigating complexity, supporting continuity, and executing decisions that stand the test of time.

When motivation meets opportunity: Garrett's journey from entry-level sales to Regional Vice President. 19 August 2026 Across industries and career levels, many employees face the same challenge: a lack of upward mobility. They have the skills and drive to advance their careers, only to find that the next step is either occupied, blocked by bureaucracy, or simply nonexistent. For sales professionals at Fisher Investments, career advancement isn't an afterthought, but an expectation. Garrett W. joined Fisher as an entry-level Account Executive, working his way up through the company's sales track to his current role of Regional Vice President of Sales. His story is a prime example of what is possible when work ethic and structural opportunities coincide. Backed by Training, Driven by Purpose As an investment adviser helping families around the globe, sales at Fisher Investments requires a personal approach - a skill that feels natural for Garrett. "I'd say the two biggest traits that have helped me are my work ethic and my ability to connect with people," he says when discussing his career progression. His motivation for continuing on Fisher's sales track is simple: "I take a lot of pride in helping individuals and families make better investment decisions. I enjoy building relationships, having meaningful conversations, and knowing that we're making a positive impact." This bigger purpose helped motivate Garrett to keep learning and improving in his role. Fisher Investments offered an array of opportunities to improve his skills. "Fisher has a strong development system. From day one, they've provided the tools, training, and support needed to become a top-performing salesperson." For those seeking a career in sales, Fisher hosts a robust sales track intended to guide employees to the next level, whether they have prior experience or are just starting out. "The training is very practical and focused on simplifying the process, communicating effectively, and building confidence, which has helped me continue to grow," Garrett says. In addition to seminars and online training, Fisher provides study materials and sponsorship for the Series 65 exam, which is a required license for many sales and service roles at the firm. Outside of formal training, he found great support in the people around him. "When I first started working here, one thing that stood out to me was how open and collaborative the culture is. Top performers are very willing to share ideas and best practices; no one is guarding their secrets. If you reach out to peers, they're happy to help. I've been fortunate to have a lot of people throughout my career who motivated me, gave me confidence, and helped me continue improving." Where Performance Opens Doors At many companies, young professionals often find themselves reaching for the next rung of the ladder, only to be limited by tenure or other factors outside of their control. Fisher Investments operates as a meritocracy, where employees can unlock growth opportunities based on their personal performance and motivation. For driven sales professionals like Garrett, this environment is ideal. "It ultimately comes down to the work you're willing to put in," he says. "If you stay disciplined, focus on your process, and consistently perform, there's a real chance to grow quickly. I worked hard and stayed committed to improving every day, and the firm gave me the opportunity and support to continue advancing." When asked why he has chosen to build his sales career at Fisher specifically, Garrett points to this meritocratic approach. "The opportunity, resources, and support are all there in front of you. If you're motivated and willing to work hard, the sky's the limit." For those interested in growing a sales career with Fisher Investments, view their open roles here. The essential daily roundup of news and analysis read by everyone from senior bankers and traders to new recruits. Boost your career. Find thousands of job opportunities by signing up to eFinancialCareers today. Top Articles