Nic Brown

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Finance

Consumer Services

Profilo

Mr. Nicolas J.
Brown, CFA, is Senior Vice President of Investments at Jacobus Wealth Management, Inc. Mr. Brown was previously employed by Washington Mutual Bank.
He received his Bachelor of Arts degree in Finance from the University of Wisconsin - Milwaukee.

Precedenti posizioni note di Nic Brown

Società	Posizione	Fine
Jacobus Wealth Management, Inc. Jacobus Wealth Management, Inc. Investment ManagersFinance Jacobus Wealth Management utilizes an asset allocation strategy to select equities, fixed-income, ETFs and other alternative investments for their clients' portfolios. With regard to equities, Jacobus offers a variety of investment styles including growth, value, blend, balanced, international or global. The firm's strategies include low turnover, bottom-up, top-down, active, passive ETFs and long/short strategies. They invest across all market-caps. The firm offers investments in a variety of ETFs based on a several strategies including domestic, international, value, growth, large-cap, small-cap, whole sectors or specific industries. For fixed-income investments, Jacobus considers quality, sector, credit, liquidity and duration. Securities may include municipal bonds, treasury bonds, inflation-protected bonds, corporate bonds, international bonds and MLPs. Jacobus also offers a variety of alternative investments including real estate, energy, private equity and debt capital, venture capital, hedge funds and commodities. The firm also assists clients with strategies related to concentrated stock positions and employee stock options. This may include covered call writing, protective put options, cashless collars, subsidized collars, monetized collars, diversification plans and option exercise planning.	Membro del Comitato di Investimento	30/01/2017
Washington Mutual Bank Washington Mutual Bank Savings BanksFinance Provides saving and banking services	Corporate Officer/Principal	-

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Società collegate

Aziende private	3
Washington Mutual Bank Washington Mutual Bank Savings BanksFinance Provides saving and banking services	Finance
Jacobus Wealth Management, Inc. Jacobus Wealth Management, Inc. Investment ManagersFinance Jacobus Wealth Management utilizes an asset allocation strategy to select equities, fixed-income, ETFs and other alternative investments for their clients' portfolios. With regard to equities, Jacobus offers a variety of investment styles including growth, value, blend, balanced, international or global. The firm's strategies include low turnover, bottom-up, top-down, active, passive ETFs and long/short strategies. They invest across all market-caps. The firm offers investments in a variety of ETFs based on a several strategies including domestic, international, value, growth, large-cap, small-cap, whole sectors or specific industries. For fixed-income investments, Jacobus considers quality, sector, credit, liquidity and duration. Securities may include municipal bonds, treasury bonds, inflation-protected bonds, corporate bonds, international bonds and MLPs. Jacobus also offers a variety of alternative investments including real estate, energy, private equity and debt capital, venture capital, hedge funds and commodities. The firm also assists clients with strategies related to concentrated stock positions and employee stock options. This may include covered call writing, protective put options, cashless collars, subsidized collars, monetized collars, diversification plans and option exercise planning.	Finance
University of Wisconsin University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services