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Casey Jacobson Profile
Casey Jacobson

@401Casey

Followers
8K
Following
186
Media
6
Statuses
107

@GetBasicCapital Views my own and not any of the kind people who employed me or currently employ me

New York
Joined March 2026
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@401Casey
Casey Jacobson
5 minutes
At the same time… there’s so many great startups here employing lots of talented people doing interesting work and maybe I’m just looking at disruption of legacy companies which is just Tech at its best rather than something existential. My two cents.
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@401Casey
Casey Jacobson
5 minutes
Caveat that I’ve never been great at understanding some of the corporate euphemisms, but it feels a little like staring into the abyss for some corporate jobs. I’ve resisted this feeling for a long time believing productivity gains beget corporate abundance, but I’m reassessing
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@401Casey
Casey Jacobson
5 minutes
They are by and large talking about large scale job loss, but I think in some ways they are talking about it amongst themselves. How many employees does a Chief People Officer need if compensation reporting and payroll and retirement and other benefits are handled?
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@401Casey
Casey Jacobson
5 minutes
Your HR professional has likely gone to two conferences in Vegas over the last two weeks. The themes of the panel discussions at these conferences are 90% about AI. It is a bit concerning to me when I hear the speakers say “we need to think about how to ethically implement this”
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@401Casey
Casey Jacobson
44 minutes
Where do I see myself in 5 years? What a great question, god-willing at a corporate conference in Vegas shaking hands with hopeful startups and having drinks with legacy providers as we all work to improve the technology stack for corporate America.
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@401Casey
Casey Jacobson
3 hours
What a weird criticism here. The market almost always has its best days when times are not great. Missing those days is ruinous for your investments.
@SaraEisen
Sara Eisen
6 hours
Shocking. The head of the world’s largest asset management firm, whose firm’s primary jobs is to invest on behalf of clients, tells people to stay in the markets.
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@401Casey
Casey Jacobson
11 hours
If I could give one piece of advice to the world it is that the moment someone at your table game in Vegas asks the pit to check the cameras grab every chip you have and leave as quickly as humanly possible
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@401Casey
Casey Jacobson
1 day
It’s shocking how many airport advertisements are for AI companies
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@401Casey
Casey Jacobson
2 days
Speaking of @devahaz is there anywhere in Vegas worth eating at better than Bazaar Meat?
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@401Casey
Casey Jacobson
2 days
I know I’m getting old because people keep buying me books as presents, but the best two I read in the past year are Bright Lights Big City and Cameron Crowe’s memoirs “The Uncool”
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@401Casey
Casey Jacobson
2 days
Are any of my followers going to be at HR Transform in Vegas this week or DCIIA Innovation Forum in Newport? Would love to meet
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@Vinny_Daniel0
Vinny Daniel
3 days
Since all the big hitters are endorsing @401Casey I thought I’d share my piece. An absolute savant when it comes to municipal bonds and now is venturing into reimagining the 401k space. That’s table stakes he’s also genuinely an incredible human being. Give him a follow.
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@EconstratPB
EconstratPB
3 days
The best one not advertised is concierge health care. Literally have people at Mayo or Andersen or Sloan Kettering on speed dial 24/7. Also evacuation services (medical or kidnap retrieval) by Blackwater types.
@401Casey
Casey Jacobson
3 days
It’s an open secret that some financial advisors can do a lot more for you than help determine your asset allocation, but it’s not generally discussed this openly
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@401Casey
Casey Jacobson
3 days
I’ll leave you with this: go look up any bank and find their posts about ‘next-gen’. Small tip of the iceberg of what they will help you with to retain your assets for generations.
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@401Casey
Casey Jacobson
3 days
This to me is some of the real magic that can come from ostensibly transactional relationships and it is what drove my passion for wealth management in the first place.
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@401Casey
Casey Jacobson
3 days
If you need a college recommendation, or a contact at the US embassy where your child’s studying abroad, or some founder/crlebrity to talk to your kid and straighten them out about capitalism, these are things readily-ish available
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@401Casey
Casey Jacobson
3 days
Disclaimer here that I’m speaking generally from friends and not from any experience of my own. But if you are worth 500mm and have three wealth managers and want your kid to work in investment banking it’s worthwhile to ask all three what they can do for you
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@401Casey
Casey Jacobson
3 days
Most wealthy people have a variety of wealth managers they use, ostensibly because some have better FX rates or better bond desks or what have you, but I think the real reason people diversify (or concentrate) is based on what an advisor can do for their children
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@401Casey
Casey Jacobson
3 days
Private school, private colleges, internships, jobs, the right fraternity, the right spring break, safety while traveling abroad, leniency from childhood misdemeanors, etc. these are the differentiating services.
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