![Al Jacobi](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Allen Anton Jacobi worked as a Managing Director & Senior Investment Advisor at Wilmington Trust, N.A. and as a Managing Director & Senior Advisor at Dominari Securities LLC (Investment Management) from 2012 to 2022.
Precedenti posizioni note di Al Jacobi
| Società | Posizione | Fine |
|---|---|---|
Dominari Securities LLC (Investment Management)
 Dominari Securities LLC (Investment Management) Investment ManagersFinance DS-IM develops a volatility-targeted approach that determines the underlying recommendations, including the asset allocation and third-party manager selection, for each client’s goal. The volatility-targeted portfolio is also used to manage and monitor each client’s account and goals. Their primary approach is strategic asset allocation aimed at reducing over-all portfolio risk through diversification. The asset allocation aims to optimize the quantity and types of risk factors present in the portfolio. | Gestore di Portafoglio-Azioni | 01/08/2022 |
Wilmington Trust, N.A.
 Wilmington Trust, N.A. Investment ManagersFinance Provides investment advice | Gestore di Portafoglio-Azioni | - |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
2
Relazioni di 1° grado
2
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
Wilmington Trust, N.A.
Wilmington Trust, N.A. Investment ManagersFinance Provides investment advice | Finance |
Dominari Securities LLC (Investment Management)
Dominari Securities LLC (Investment Management) Investment ManagersFinance DS-IM develops a volatility-targeted approach that determines the underlying recommendations, including the asset allocation and third-party manager selection, for each client’s goal. The volatility-targeted portfolio is also used to manage and monitor each client’s account and goals. Their primary approach is strategic asset allocation aimed at reducing over-all portfolio risk through diversification. The asset allocation aims to optimize the quantity and types of risk factors present in the portfolio. | Finance |
