Brian Jacobsen
Economiste chez Annex Advisory Services LLC
Profil
Dr. Brian J.
Jacobsen is a Chief Economist at Annex Advisory Services LLC.
In this role, he provides insight and leadership to Annex’s clients and its Investment Committee, which guides client portfolio construction and investment philosophy.
Before working at Annex Wealth Management, Dr. Jacobsen worked as a Senior Investment Strategist and as a Chief Portfolio Strategist.
He was also an Associate Professor at Wisconsin Lutheran College.
He received his Bachelor’s Degree in Finance from the University of Wisconsin-Madison, a Ph.D.
in Economics from the University of Wisconsin-Milwaukee, and a law degree from Marquette University Law School.
Dr. Jacobsen has earned the right to use the Chartered Financial Analyst (CFA), the Certified Financial Planner (CFP), the Chartered Alternative Investment Analyst (CAIA), and the Certified Business Economist (CBE) designations.
Postes actifs de Brian Jacobsen
| Sociétés | Poste | Début |
|---|---|---|
Annex Advisory Services LLC
 Annex Advisory Services LLC Investment ManagersFinance Annex Advisory Services LLC, do-business-as Annex Wealth Management (Annex), is an independent, SEC-registered investment advisor headquartered in Elm Grove, Wisconsin. The firm was founded by David "Dave" Spano in 2003. Annex offers a wide range of advisory services to individual investors, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, small businesses, partnerships, corporations, and other similar entities. | Economiste | 01/05/2023 |
Anciens postes connus de Brian Jacobsen
| Sociétés | Poste | Fin |
|---|---|---|
Allspring Funds Management LLC
 Allspring Funds Management LLC Investment ManagersFinance Allspring Funds Management LLC (AFM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded as Wells Fargo Funds Management LLC (WFFM) in 2001 to succeed the former mutual fund advisory responsibilities of Wells Fargo Bank, N.A. In November 2021, Wells Fargo & Co. sells its asset management business, which includes WFFM and certain affiliates, to a third-party purchaser. As part of the sale, WFFM has changed its name to Allspring Funds Management LLC. AFM is a wholly owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. The firm serves as investment adviser for the portfolios of the Allspring Funds. The firm also participates as an investment adviser in several managed account programs offered by other financial institutions to their respective clients. | Stratège de marché | 01/04/2023 |
AbleLight
 AbleLight Miscellaneous Commercial ServicesCommercial Services AbleLight provides medical and housing care to individuals with developmental disabilities across the United States. It offers Christ-centered support services to the people and provides resources for their families, friends, congregations and other service providers. The company was founded in 1904 and is headquartered in Watertown, WI. | Directeur/Membre du Conseil | - |
Formation de Brian Jacobsen
| University of Wisconsin | Doctorate Degree |
| Marquette University Law School | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Allspring Funds Management LLC
Allspring Funds Management LLC Investment ManagersFinance Allspring Funds Management LLC (AFM) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded as Wells Fargo Funds Management LLC (WFFM) in 2001 to succeed the former mutual fund advisory responsibilities of Wells Fargo Bank, N.A. In November 2021, Wells Fargo & Co. sells its asset management business, which includes WFFM and certain affiliates, to a third-party purchaser. As part of the sale, WFFM has changed its name to Allspring Funds Management LLC. AFM is a wholly owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. The firm serves as investment adviser for the portfolios of the Allspring Funds. The firm also participates as an investment adviser in several managed account programs offered by other financial institutions to their respective clients. | Finance |
AbleLight
AbleLight Miscellaneous Commercial ServicesCommercial Services AbleLight provides medical and housing care to individuals with developmental disabilities across the United States. It offers Christ-centered support services to the people and provides resources for their families, friends, congregations and other service providers. The company was founded in 1904 and is headquartered in Watertown, WI. | Commercial Services |
Annex Advisory Services LLC
Annex Advisory Services LLC Investment ManagersFinance Annex Advisory Services LLC, do-business-as Annex Wealth Management (Annex), is an independent, SEC-registered investment advisor headquartered in Elm Grove, Wisconsin. The firm was founded by David "Dave" Spano in 2003. Annex offers a wide range of advisory services to individual investors, high net worth individuals, pension and profit-sharing plans, charitable organizations, trusts, small businesses, partnerships, corporations, and other similar entities. | Finance |
