Becky Jacoby

Leadership coach · Pittsburgh, PA · in person and virtual

Credentials they list: ICF ACC, ICF PCC, Hogan

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Services

ServiceWhat is includedPrice
Alternative Investments Advisory
investment managers and asset owners		 build and refine alternative investment platforms · strengthen operations · enhance transparency · support long-term growth on request
Pre-Launch Implementation and Operational Infrastructure
new investment managers		 entity formation guidance · vendor selection · infrastructure design · budgeting · build finance, technology, governance frameworks on request
Fractional Chief Investment Officer (CIO)
investment management companies and family offices		 CIO-level investment leadership · independent judgment on strategy, portfolio construction, oversight · strengthen governance · support disciplined investment outcomes on request
Fractional CFO, COO & ODD
investment firms during growth, transformation, or launch initiatives		 fractional or interim leadership · strengthen operational due diligence · financial management · operational models · strategic guidance on request
Finance & Accounting
management companies and funds		 tailored finance and accounting support · enhance reporting, budgeting, treasury, governance · scalable solutions to manage complexity and drive performance on request
Outsourced HR
firms seeking scalable and compliant growth		 talent strategy · recruiting · compensation · compliance · culture on request
Coaching and Mentoring
leaders and teams		 strengthen leadership capability · enhance team effectiveness · support career growth and advancement · business mentoring as part of advisory, fractional, and support engagements on request

As published on their website, read Sep 30, 2026.

Where they fit

StudentsEarlyMidManagerDirectorVP / C-suite
Resume and LinkedInnononononono
Interviews and offersnononononono
Job search strategynonoyesyesyesyes
Career direction and changenonoyesyesyesyes
Leadershipnonoyesyesyesyes
Personal brandnononononono

How they work

Before coaching
Chief Investment Officer and Managing Director, investment management; Senior investment roles at Brookfield, GM Asset Management and Alcoa, investment management; Director of Human Resources, human resources (10 years)

Do it yourself, or hire a coach?

Doing it yourselfUsually enough whenA coach earns the fee when
Job searchA target list, a weekly plan and steady outreach. Callings builds the weekly plan and tracks every application, free.Interviews are coming in.Three months without traction, or a senior search that runs on your network.
Career directionWeeks of reading and conversations about roles that fit. Callings can show your strengths and the pay for each role.You already have two or three target roles.You do not know what comes next, or you want structure and a formal assessment.
LeadershipPeer groups, feedback from your manager, reading.You have a mentor who has done the job.A first management role or a bigger team, often paid for by the employer.

Times are our estimates. Try Callings.

Questions to ask before hiring

  1. What does it cost in total, and what is included? (no published price)
  2. What are your cancellation and refund terms? (no refund terms on their site)
  3. Which body issued your credential, and can I check it there? (credential listed)
  4. Who do you usually work with, and how long does a typical engagement last? (always worth asking)

What they publish

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