Profilo
Mr. Daniel J.
Jacoby is a Chief Investment Officer & Founding Partner at Stratos Wealth Partners Ltd.
and a Portfolio Manager at Stratos Wealth Advisors LLC.
He is also a Founding Partner of the firm.
He is responsible for the investment policy development of the firm, with a focus on portfolio construction, tactical asset allocation, portfolio implementation, and on-going risk analysis for affluent clients and foundations.
He also oversees the research and manager selection process between Stratos and its numerous affiliated investment management firms.
He acts as a key resource to Stratos advisors’ and their clients in the development of efficient, optimal, and risk-adjusted portfolios to meet their clients’ objectives.
Prior to joining Stratos, Mr. Jacoby was a Portfolio Manager and Director at JPMorgan’s Private Wealth Management Group.
There he constructed and managed portfolios for ultra high-net worth clients and foundations.
Before his tenure at JPMorgan, Dan was a Portfolio Manager at KeyBank in the same capacity.
Mr. Jacoby earned his M.B.A degree with concentrations in Finance and Statistics from the Johns Hopkins University in Baltimore, Maryland.
Posizioni attive di Dan Jacoby
| Società | Posizione | Inizio |
|---|---|---|
Stratos Wealth Partners Ltd.
 Stratos Wealth Partners Ltd. Investment ManagersFinance Stratos Wealth Partners Ltd. (SWP) is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2008 by James Lupica and Jeffrey Concepcion. They are owned subsidiary of Stratos Intermediate Holdco LLC. SWP offers investment advisory services to individuals, individual retirement accounts (IRAs), banks and thrift institutions, pension and profit- sharing plans, including plans subject to Employee Retirement Income Security Act of 1974 (ERISA), trusts, estates, charitable organizations, corporations and other business entities. | Fondatore | 01/10/2008 |
Stratos Wealth Advisors LLC
 Stratos Wealth Advisors LLC Investment ManagersFinance Stratos Wealth Advisors LLC (SWA) is a SEC-registered investment adviser headquartered in Beachwood, Ohio. The firm was founded by Jeffrey Concepcion in 2008 and is a wholly owned subsidiary of Stratos Wealth Holdings LLC. SWA provides investment advisory services to individuals, individual retirement accounts (IRAs), banks and thrift institutions, pension and profit-sharing plans, including plans subject to Employee Retirement Income Security Act of 1974 (ERISA), trusts, estates, charitable organizations, corporations and other business entities. | Direttore degli Investimenti | 01/11/2008 |
Precedenti posizioni note di Dan Jacoby
| Società | Posizione | Fine |
|---|---|---|
| J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - |
KeyBank NA (Cleveland, Ohio)
 KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Corporate Officer/Principal | - |
Formazione di Dan Jacoby
| The Johns Hopkins University | Masters Business Admin |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Stratos Wealth Partners Ltd.
Stratos Wealth Partners Ltd. Investment ManagersFinance Stratos Wealth Partners Ltd. (SWP) is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2008 by James Lupica and Jeffrey Concepcion. They are owned subsidiary of Stratos Intermediate Holdco LLC. SWP offers investment advisory services to individuals, individual retirement accounts (IRAs), banks and thrift institutions, pension and profit- sharing plans, including plans subject to Employee Retirement Income Security Act of 1974 (ERISA), trusts, estates, charitable organizations, corporations and other business entities. | Finance |
| J.P. Morgan & Co., Inc. (Old) | Finance |
KeyBank NA (Cleveland, Ohio)
KeyBank NA (Cleveland, Ohio) Major BanksFinance KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH. | Finance |
Stratos Wealth Advisors LLC
Stratos Wealth Advisors LLC Investment ManagersFinance Stratos Wealth Advisors LLC (SWA) is a SEC-registered investment adviser headquartered in Beachwood, Ohio. The firm was founded by Jeffrey Concepcion in 2008 and is a wholly owned subsidiary of Stratos Wealth Holdings LLC. SWA provides investment advisory services to individuals, individual retirement accounts (IRAs), banks and thrift institutions, pension and profit-sharing plans, including plans subject to Employee Retirement Income Security Act of 1974 (ERISA), trusts, estates, charitable organizations, corporations and other business entities. | Finance |
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