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Jacob Borbidge

Chief Investment Officer, CFA®, CAIA®
Phone

(281) 822-8800

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Biography

Jacob Borbidge is the Chief Investment Officer for Avidian Wealth Solutions. 

Before assuming this role, Jake spent 19 years serving multiple positions for Invesco Advisors.  Most recently, he was the Senior Portfolio Manager and Global Head of Research for the Invesco Investment Solutions Team in Houston, TX.  As a founding member of the Solutions Team, he oversaw the investment process for the breadth of Invesco’s multi-asset solutions portfolios and models, directed the research initiatives of the Solutions investment team, and served as the face of the investment team to clients and prospects.

Jake also spent 10 years as an analyst for the Invesco Global Quantitative Strategies team, where he developed active quantitative equity strategies across various equity markets. When he entered the industry, he was a mechanical engineer with ExxonMobil. 

Jake earned a BS in mechanical engineering from Lehigh University and an MS in finance from the University of Houston. He is a CFA charter holder and holds the CAIA designation.  

While not a native to the Lone Star State, Jake “got here as quickly as he could” and has been a Texan long enough to call himself one.  In his spare time, he can usually be found with his family outdoors on a beach, hiking, fishing, hunting, skiing, or mountain biking.  He is passionate about international missions and youth ministry and actively participates in both while attending Sugar Creek Baptist Church.

Education & Designations

Master’s in Finance, University of Houston

Bachelor’s Degree in Mechanical Engineering, Lehigh University

CFA®

CAIA®

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