Dan Jacob

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

Mr. Daniel B.
Jacob is a Relationship Manager at Beaumont Financial Partners LLC.
He works closely with clients developing and implementing wealth management strategies.
Mr. Jacob entered the financial services business in 1995 as a Financial Consultant with Fidelity Investments’ Private Wealth Management Group.
He earned a BBA (cum laude) in Finance and Operations Management from the Isenberg School of Management at the University of Massachusetts at Amherst, and holds his FINRA Series 65 securities license.

Precedenti posizioni note di Dan Jacob

Società	Posizione	Fine
Beaumont Financial Partners LLC Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions.	Analyst-Equity	-
Fidelity Investments (New York)	Corporate Officer/Principal	-

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Formazione di Dan Jacob

University of Massachusetts

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

100 +

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private	2
Beaumont Financial Partners LLC Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions.	Finance
Fidelity Investments (New York)