Profil
Mr. Jacobs joined Muhlenkamp & Company in the spring of 2005.
Prior to joining the firm, he served five years as Senior Equity Analyst and Portfolio Manager with Fort Pitt Capital Group, Inc. There, Mr. Jacobs was an all-sector, multi-capitalization equity analyst and portfolio manager for value-disciplined separate accounts and wasco-manager of the Fort Pitt Capital Total Return Fund.
Mr. Jacobs was also a member of the Fort Pitt Investment policy Committee helping to determine and disseminate investment strategy and actions to clients.
Other professional experience includes equity portfolio management at C.S.
McKee & Co., banking responsibilities with PNC Bank, N.A., and serving as a civilian analyst for the U.S.
Department of the Navy.
Mr. Jacobs is a 1991 graduate of Allegheny College where he was awarded his Bachelor of Arts in Economics.
In 1996, he earned his Masters of Business Administration in Finance from Duke University’s Fuqua School of Business.
Mr. Jacobs also holds the Chartered Financial Analyst designation.
He resides in the North Hills of Pittsburgh withhis wife martha and their two children.
Anciens postes connus de Brian Jacobs
| Sociétés | Poste | Fin |
|---|---|---|
Muhlenkamp & Co., Inc.
 Muhlenkamp & Co., Inc. Investment ManagersFinance Muhlenkamp & Co., Inc. is an independent, SEC-registered investment advisor headquartered in Wexford, Pennsylvania. The firm was founded by Ronal Muhlenkamp in 1977. Muhlenkamp & Co. Offers investment management services and financial planning services to pension plans, profit-sharing plans, endowment funds, individual and high-net-worth individuals, trusts, corporate accounts, wrap fee accounts, and a no-load mutual fund. | Analyst-Equity | 31/12/2008 |
Fort Pitt Capital Group, Inc.
 Fort Pitt Capital Group, Inc. Investment ManagersFinance Founded in 1995, Fort Pitt Capital Group, Inc. is a registered investment located in Pittsburgh, Pennsylvania. The firm provides investment management services to individuals, including high net-worth individuals; investment companies (i.e., Fort Pitt Capital Total Return Fund); pension and profit sharing plans; corporations; charitable organizations; and sate or municipal government entities. | Analyst-Equity | 28/02/2005 |
| US Department of Defense (District of Columbia) | Corporate Officer/Principal | - |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Corporate Officer/Principal | - |
C.S. McKee LP
 C.S. McKee LP Investment ManagersFinance Founded in 1931, C.S. McKee LP is an employee-owned registered investment advisor located in Pittsburgh, Pennsylvania. Purchased from Carl S. McKee in 1966, the firm eventually restructured its operations by becoming a registered investment advisor in 1972 in order to focus solely on investment management. In 1987, McKee became a wholly-owned subsidiary of United Asset Management Corpo. Employees repurchased the firm in 2001. McKee manages pension funds, profit-sharing plans, reserve funds, endowments and other financial assets for public sector, unions, corporations, foundations, hospitals, schools, religious organizations and other institutions. McKee is the sole investment advisor to the McKee International Equity Fund, which primarily invests in equity securities of non-U.S. issuers. The fund is one of a series of shares that comprise the Advisor Inner Circle Funds. The Advisor Inner Circle Funds is administered by SEI Investments Global Funds Services and distributed by SEI Investments Distribution Co. The firm provides model portfolio recommendations to various UMA accounts. McKee is also the sub-advisor for a number of investment companies, collective trusts and brokerage units. | Gestionnaire de Portefeuille-Actions | - |
Formation de Brian Jacobs
| Allegheny College | Undergraduate Degree |
| Duke University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Fort Pitt Capital Group, Inc.
Fort Pitt Capital Group, Inc. Investment ManagersFinance Founded in 1995, Fort Pitt Capital Group, Inc. is a registered investment located in Pittsburgh, Pennsylvania. The firm provides investment management services to individuals, including high net-worth individuals; investment companies (i.e., Fort Pitt Capital Total Return Fund); pension and profit sharing plans; corporations; charitable organizations; and sate or municipal government entities. | Finance |
Muhlenkamp & Co., Inc.
Muhlenkamp & Co., Inc. Investment ManagersFinance Muhlenkamp & Co., Inc. is an independent, SEC-registered investment advisor headquartered in Wexford, Pennsylvania. The firm was founded by Ronal Muhlenkamp in 1977. Muhlenkamp & Co. Offers investment management services and financial planning services to pension plans, profit-sharing plans, endowment funds, individual and high-net-worth individuals, trusts, corporate accounts, wrap fee accounts, and a no-load mutual fund. | Finance |
C.S. McKee LP
C.S. McKee LP Investment ManagersFinance Founded in 1931, C.S. McKee LP is an employee-owned registered investment advisor located in Pittsburgh, Pennsylvania. Purchased from Carl S. McKee in 1966, the firm eventually restructured its operations by becoming a registered investment advisor in 1972 in order to focus solely on investment management. In 1987, McKee became a wholly-owned subsidiary of United Asset Management Corpo. Employees repurchased the firm in 2001. McKee manages pension funds, profit-sharing plans, reserve funds, endowments and other financial assets for public sector, unions, corporations, foundations, hospitals, schools, religious organizations and other institutions. McKee is the sole investment advisor to the McKee International Equity Fund, which primarily invests in equity securities of non-U.S. issuers. The fund is one of a series of shares that comprise the Advisor Inner Circle Funds. The Advisor Inner Circle Funds is administered by SEI Investments Global Funds Services and distributed by SEI Investments Distribution Co. The firm provides model portfolio recommendations to various UMA accounts. McKee is also the sub-advisor for a number of investment companies, collective trusts and brokerage units. | Finance |
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Finance |
| US Department of Defense (District of Columbia) | Government |
