Profil
Mr. Brian Jacobs is a Head of Client Portfolio Management at PGIM Custom Harvest LLC.
He was previously the president of Direxion ETFs and the CEO of the Hatteras Alternative Funds.
Additionally, he led distribution organizations at Eaton Vance and Allianz/PIMCO, which raised over $200 billion in AUM during his tenure.
He received a B.A.
in economics from Montclair State University.
Postes actifs de Brian Jacobs
| Sociétés | Poste | Début |
|---|---|---|
PGIM Custom Harvest LLC
 PGIM Custom Harvest LLC Investment ManagersFinance PGIM Custom Harvest LLC is a SEC-registered investment advisor headquartered in Newark, New Jersey. It was founded by Robert Holderith in 2017 as Green Harvest Asset Management LLC and became PGIM Custom Harvest LLC in 2021. The firm is a subsidiary of PIFM Holdco LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM Custom Harvest provides broad index exposure and tax-loss harvesting (TLH) investment advisory services to high net-worth individuals, corporations/other businesses, registered investment advisers and other financial intermediaries such as broker-dealers. | Fondateur | 01/05/2017 |
Formation de Brian Jacobs
| Montclair State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
PGIM Custom Harvest LLC
PGIM Custom Harvest LLC Investment ManagersFinance PGIM Custom Harvest LLC is a SEC-registered investment advisor headquartered in Newark, New Jersey. It was founded by Robert Holderith in 2017 as Green Harvest Asset Management LLC and became PGIM Custom Harvest LLC in 2021. The firm is a subsidiary of PIFM Holdco LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM Custom Harvest provides broad index exposure and tax-loss harvesting (TLH) investment advisory services to high net-worth individuals, corporations/other businesses, registered investment advisers and other financial intermediaries such as broker-dealers. | Finance |