Phillip Jacoby
Direttore degli Investimenti presso Spectrum Asset Management, Inc.
Profilo
Lewis Phillip Jacoby is currently the Chief Investment Officer at Spectrum Asset Management, Inc. He previously held positions as a Senior Investment Officer at USL Capital Corp., a Principal at The Northern Trust Co., and a Vice President at E.F.
Hutton & Co., Inc. Jacoby received an undergraduate degree from Questrom School of Business.
Posizioni attive di Phillip Jacoby
| Società | Posizione | Inizio |
|---|---|---|
Spectrum Asset Management, Inc.
 Spectrum Asset Management, Inc. Investment ManagersFinance Spectrum Asset Management, Inc. (SAM) is an investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1987 by Mark Lieb. In 2001, they were acquired by Principal Global Investors Holding Company (US) LLC (PGI), the asset management arm of The Principal Financial Group, Inc. (NYSE: PFG). SAM provides portfolio management services to registered mutual funds, private investment funds, foreign funds such as UCITS, sponsors of wrap account programs, corporate pension and profit–sharing plans, charitable institutions, insurance companies, foundations, endowments, and other US and international institutions. | Direttore degli Investimenti | 01/01/1995 |
Precedenti posizioni note di Phillip Jacoby
| Società | Posizione | Fine |
|---|---|---|
USL Capital Corp.
 USL Capital Corp. Investment ManagersFinance Part of Ford Motor Co., USL Capital Corp. manages portfolios of commercial leases. The company is based in San Francisco, CA. | Corporate Officer/Principal | 31/12/1994 |
The Northern Trust Co.
 The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Corporate Officer/Principal | - |
Formazione di Phillip Jacoby
| Questrom School of Business | Undergraduate 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 |
|---|---|
Spectrum Asset Management, Inc.
Spectrum Asset Management, Inc. Investment ManagersFinance Spectrum Asset Management, Inc. (SAM) is an investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1987 by Mark Lieb. In 2001, they were acquired by Principal Global Investors Holding Company (US) LLC (PGI), the asset management arm of The Principal Financial Group, Inc. (NYSE: PFG). SAM provides portfolio management services to registered mutual funds, private investment funds, foreign funds such as UCITS, sponsors of wrap account programs, corporate pension and profit–sharing plans, charitable institutions, insurance companies, foundations, endowments, and other US and international institutions. | Finance |
USL Capital Corp.
USL Capital Corp. Investment ManagersFinance Part of Ford Motor Co., USL Capital Corp. manages portfolios of commercial leases. The company is based in San Francisco, CA. | Finance |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Finance |
The Northern Trust Co.
The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Finance |
- Borsa valori
- Insiders
- Phillip Jacoby
