Adam Robert Jacobs
Gestionnaire de Portefeuille-Actions chez Grimes & Co., Inc.
Profil
Mr. Adam R.
Jacobs, CFA, is Vice President at Grimes & Co., Inc. He has a diverse background in Financial Services.
Previously, Mr. Jacobs was an Institutional Fixed Income Trader with State Street Global Advisors in Boston.
This experience provided a unique insight to the inner workings of the bond markets.
He then went on to start Jacobs Wealth Management, LLC, a firm focusing on holistic personal wealth management.
He received his undergraduate degree from Babson College with an interdisciplinary degree in Investments/Corporate Finance and a concentration in Economics.
He is a Chartered Financial Analyst charter holder, a Certified Financial Planner, and is an active member of The Boston Security Analysts Society.
Postes actifs de Adam Robert Jacobs
| Sociétés | Poste | Début |
|---|---|---|
Grimes & Co., Inc.
 Grimes & Co., Inc. Investment ManagersFinance Grimes & Co., Inc. (Grimes) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Westborough, Massachusetts. The firm was founded in 1985 by Timothy Grimes. Grimes provides investment advisory services to individuals, business entities, trusts, pension & profit sharing plans, estates, charitable organizations, and state or municipal government entities. | Gestionnaire de Portefeuille-Actions | 01/02/2010 |
Anciens postes connus de Adam Robert Jacobs
| Sociétés | Poste | Fin |
|---|---|---|
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Corporate Officer/Principal | - |
Formation de Adam Robert Jacobs
| Babson College | Undergraduate Degree |
Expériences
Fonctions occupées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Grimes & Co., Inc.
Grimes & Co., Inc. Investment ManagersFinance Grimes & Co., Inc. (Grimes) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Westborough, Massachusetts. The firm was founded in 1985 by Timothy Grimes. Grimes provides investment advisory services to individuals, business entities, trusts, pension & profit sharing plans, estates, charitable organizations, and state or municipal government entities. | Finance |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Finance |