Roland Keith Jacobson
Gestore di Portafoglio-Azioni presso Cox Capital Management LLC
Profilo
Mr. Roland K.
Jacobson is a Financial Planning Consultant at Cox Capital Management LLC and a Principal at Quotron Systems, Inc. He has been in the financial industry for over 35 years.
As a Certified Financial Planning professional, he helps firms clients prepare for the future by developing personal wealth management plans for the future.
He has extensive mutual fund screening experience and is responsible for mutual fund modeling, asset allocation and security selection.
Prior to joining Cox Capital Management in 2007, he spent 16 years at Fidelity Investments advising non-profit organizations in endowment, non-endowment and life income gift portfolios.
His other previous employers include Interactive Data/Chase Econometrics and Quotron Systems.
He received his undergraduate degree from California Polytechnic State University (San Luis Obispo) and a graduate degree from Claremont Graduate University.
Posizioni attive di Roland Keith Jacobson
| Società | Posizione | Inizio |
|---|---|---|
Cox Capital Management LLC
 Cox Capital Management LLC Investment ManagersFinance Cox Capital Management LLC (Cox Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Andover, Massachusetts. The firm was founded by William Fox in 1997. Cox Capital provides advisory services to individuals, trusts, estates, and charitable organizations. | Gestore di Portafoglio-Azioni | 01/09/2007 |
Quotron Systems, Inc.
 Quotron Systems, Inc. Internet Software/ServicesTechnology Services Part of Woodbridge Co. Ltd. /New/, Quotron Systems, Inc. is a company that provides information retrieval services. The company is based in New York, NY. Sam Stark has been the CEO of the company since 2014. | Corporate Officer/Principal | - |
Precedenti posizioni note di Roland Keith Jacobson
| Società | Posizione | Fine |
|---|---|---|
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | 30/06/2007 |
| INTERACTIVE DATA | Corporate Officer/Principal | 30/05/1987 |
| Chase Econometrics, Inc. | Corporate Officer/Principal | - |
Formazione di Roland Keith Jacobson
| Claremont Graduate University | Graduate Degree |
| California Polytechnic State University (San Luis Obispo) | 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 | 5 |
|---|---|
Cox Capital Management LLC
Cox Capital Management LLC Investment ManagersFinance Cox Capital Management LLC (Cox Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Andover, Massachusetts. The firm was founded by William Fox in 1997. Cox Capital provides advisory services to individuals, trusts, estates, and charitable organizations. | Finance |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
ICE Data Services, Inc.
 ICE Data Services, Inc. Internet Software/ServicesTechnology Services ICE Data Services, Inc. provides financial market data, analytics and related solutions. The firm offers fixed income evaluations, reference data and real-time market data, trading infrastructure services, fixed income analytics, desktop solutions and web-based solutions. Its offerings support clients around the world with mission-critical functions, including portfolio valuation, regulatory compliance, risk management, electronic trading and wealth management. he company serves the mutual fund, bank, asset management, hedge fund, securities and financial instrument processing and administration sectors. ICE Data Services is headquartered in Parsippany, NJ. | Technology Services |
| Chase Econometrics, Inc. | |
Quotron Systems, Inc.
Quotron Systems, Inc. Internet Software/ServicesTechnology Services Part of Woodbridge Co. Ltd. /New/, Quotron Systems, Inc. is a company that provides information retrieval services. The company is based in New York, NY. Sam Stark has been the CEO of the company since 2014. | Technology Services |
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