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Phillip Jacoby
Direttore degli Investimenti presso
Spectrum Asset Management, Inc.
Profilo
Lewis Phillip Jacoby is currently Chief Investment Officer at Spectrum Asset Management, Inc., a position held since 1995.
Former roles include Senior Investment Officer at USL Capital Corp., Principal at The Northern Trust Co., and Vice President at E.F.
Hutton & Co., Inc. Education includes 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 seeks to provide superior investment returns to investors in preferred and capital securities by employing a long-term, actively managed and diversified portfolio approach; emphasizing fundamental, qualitative and quantitative credit analyses to company and credit selection and relative value analysis to the individual security and sector selection; and taking advantage of the inefficiencies found in the various primary sectors of preferred and capital securities and junior subordinated debt securities. The firm utilizes a bottom-up investment process. | Direttore degli Investimenti | 01/01/1995 |
Precedenti posizioni note di Phillip Jacoby
| Società | Posizione | Fine |
|---|---|---|
USL Capital Corp.
 USL Capital Corp. Investment ManagersFinance Manages portfolios of commercial leases | Corporate Officer/Principal | 31/12/1994 |
The Northern Trust Co.
 The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Corporate Officer/Principal | - |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services | Corporate Officer/Principal | - |
Formazione di Phillip Jacoby
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
20
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
USL Capital Corp.
USL Capital Corp. Investment ManagersFinance Manages portfolios of commercial leases | Finance |
Spectrum Asset Management, Inc.
Spectrum Asset Management, Inc. Investment ManagersFinance Spectrum seeks to provide superior investment returns to investors in preferred and capital securities by employing a long-term, actively managed and diversified portfolio approach; emphasizing fundamental, qualitative and quantitative credit analyses to company and credit selection and relative value analysis to the individual security and sector selection; and taking advantage of the inefficiencies found in the various primary sectors of preferred and capital securities and junior subordinated debt securities. The firm utilizes a bottom-up investment process. | Finance |
The Northern Trust Co.
The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Finance |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services | Finance |
Questrom School of Business
 Questrom School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
