Matthew Jacobs, Cfa, Cpa
About Matthew Jacobs, Cfa, Cpa
Matthew Jacobs is the Managing Director of Healthcare & Life Sciences at Customers Bank, where he has worked since 2023. He has over a decade of experience in venture banking and has held various positions in prominent financial institutions, focusing on the healthcare and life sciences sectors.
Work at Customers Bank
Matthew Jacobs serves as the Managing Director for Healthcare & Life Sciences at Customers Bank. He has been in this role since 2023, contributing to the growth of the Venture Banking Group. His focus is on collaborating with healthcare and life sciences companies, as well as their investors, to facilitate growth and development within these sectors. His experience in venture banking positions him to effectively support clients in navigating the complexities of financing and investment in the innovation economy.
Previous Experience in Banking
Before joining Customers Bank, Matthew Jacobs held significant positions in the banking sector. He worked at Square 1 Bank as Vice President of Life Sciences from 2014 to 2019, and then at Signature Bank as Senior Vice President in the Life Sciences Venture Banking Group from 2019 to 2023. His roles involved building relationships with entrepreneurs and venture capitalists, enhancing his expertise in the life sciences and healthcare sectors.
Education and Expertise
Matthew Jacobs earned a Bachelor of Science in Business Administration with a focus on Finance from the University of Florida. He also pursued a Master of Business Administration at the University of North Carolina at Chapel Hill. His educational background, combined with over a decade of experience in the finance industry, equips him with the knowledge and skills necessary to excel in his current role and support the growth of healthcare and life sciences companies.
Professional Background
Matthew Jacobs has a diverse professional background that includes various roles in finance and education. He began his career as an Analyst at Cornerstone Research from 2006 to 2008. He then served as a Corps Member for Teach for America from 2009 to 2011. Following that, he worked as a Financial Analyst at Cree from 2013 to 2014 and completed a Public Finance Investment Banking Internship at Raymond James Financial Inc. in 2012. This varied experience has contributed to his comprehensive understanding of the financial landscape.
Achievements in Healthcare and Life Sciences
Matthew Jacobs has over a decade of experience in the healthcare and life sciences sectors, where he has built strong relationships with entrepreneurs and venture capitalists. His work has focused on facilitating growth and development for companies in these industries. At Customers Bank, he plays a key role in expanding the Venture Banking Group, leveraging his expertise to support clients in achieving their financial goals.