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Bill Jacobs
Amministratore Delegato presso Jacobs Investment Management LLC
Profilo
William Edward Jacobs is the founder of Jacobs Investment Management LLC, which was founded in 2006.
He held the title of President at the firm.
Currently, he is a Senior Portfolio Manager at The Patten Group, Inc., starting in 2014.
He was previously a Partner at Harris Associates LP from 1993 to 2005.
Prior to that, he worked as an Analyst at Equitable Securities Corp.
from 1989 to 1991.
Mr. Jacobs received his undergraduate degree from the University of Pennsylvania and his graduate degree from Northwestern University.
Posizioni attive di Bill Jacobs
Società | Posizione | Inizio |
---|---|---|
Jacobs Investment Management LLC
![]() Jacobs Investment Management LLC Investment ManagersFinance Jacobs Investment Management LLC (JIM) is a wealth management firm headquartered in Nashville, Tennessee. The firm was founded by William (Bill) Jacobs in 2006. They were acquired by Shayne & Co. LLC in 2023. JIM provides portfolio management services primarily to individuals, high-net worth individuals, and a small number of companies. | Amministratore Delegato | 01/01/2006 |
The Patten Group, Inc.
![]() The Patten Group, Inc. Investment ManagersFinance Patten Group, Inc. (TPG) is an independent registered investment advisor headquartered in Chattanooga, Tennessee. Founded in 2014, TPG provides investment advisory services to individuals, high net worth individuals, families, trusts, estates, retirement plans, endowments, foundations, charitable organizations, corporations and small businesses. | Gestore di Portafoglio-Azioni | 01/04/2014 |
Precedenti posizioni note di Bill Jacobs
Società | Posizione | Fine |
---|---|---|
Harris Associates LP
![]() Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Analyst-Equity | - |
Equitable Securities Corp. | Analyst-Equity | 31/12/1991 |
Formazione di Bill Jacobs
University of Pennsylvania | Undergraduate Degree |
Northwestern University | Graduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 4 |
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Harris Associates LP
![]() Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Finance |
The Patten Group, Inc.
![]() The Patten Group, Inc. Investment ManagersFinance Patten Group, Inc. (TPG) is an independent registered investment advisor headquartered in Chattanooga, Tennessee. Founded in 2014, TPG provides investment advisory services to individuals, high net worth individuals, families, trusts, estates, retirement plans, endowments, foundations, charitable organizations, corporations and small businesses. | Finance |
Equitable Securities Corp. | Finance |
Jacobs Investment Management LLC
![]() Jacobs Investment Management LLC Investment ManagersFinance Jacobs Investment Management LLC (JIM) is a wealth management firm headquartered in Nashville, Tennessee. The firm was founded by William (Bill) Jacobs in 2006. They were acquired by Shayne & Co. LLC in 2023. JIM provides portfolio management services primarily to individuals, high-net worth individuals, and a small number of companies. | Finance |
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