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Brian Jacobsen
Economiste chez
Annex Advisory Services LLC
Profil
Dr. Brian J.
Jacobsen is a Chief Economic Strategist 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 builds diversified, disciplined portfolios for specific risk categories ranging from conservative to aggressive growth and/or specific portfolio objectives such as income, capital preservation, or capital appreciation. The firm’s investment decisions are guided by its Investment Policy Committee. | Economiste | 01/05/2023 |
Anciens postes connus de Brian Jacobsen
| Sociétés | Poste | Fin |
|---|---|---|
Allspring Funds Management LLC
 Allspring Funds Management LLC Investment ManagersFinance AFM uses a variety of methods to analyze securities and offers a broad array of investment strategies to manage assets or formulate investment advice, although for many client relationships, they have contracted with sub-advisor's day-to-day portfolio management services. The investment strategies that they offer include equity, fixed income, options overlay and money market-oriented strategies. Their strategies invest in a wide variety of financial instruments, including public and/or private equity securities, bonds and other debt securities, REITS, derivatives such as stock index futures and swaps, currency and currency related derivatives and other public and/or private collective investment vehicles. | Stratège de marché | 01/04/2023 |
AbleLight
 AbleLight Services to the Health IndustryHealth Services Operates as a non profit organization that provides support services to people with developmental disabilities | Directeur/Membre du Conseil | - |
Formation de Brian Jacobsen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
44
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Allspring Funds Management LLC
Allspring Funds Management LLC Investment ManagersFinance AFM uses a variety of methods to analyze securities and offers a broad array of investment strategies to manage assets or formulate investment advice, although for many client relationships, they have contracted with sub-advisor's day-to-day portfolio management services. The investment strategies that they offer include equity, fixed income, options overlay and money market-oriented strategies. Their strategies invest in a wide variety of financial instruments, including public and/or private equity securities, bonds and other debt securities, REITS, derivatives such as stock index futures and swaps, currency and currency related derivatives and other public and/or private collective investment vehicles. | Finance |
Annex Advisory Services LLC
Annex Advisory Services LLC Investment ManagersFinance Annex builds diversified, disciplined portfolios for specific risk categories ranging from conservative to aggressive growth and/or specific portfolio objectives such as income, capital preservation, or capital appreciation. The firm’s investment decisions are guided by its Investment Policy Committee. | Finance |
Marquette University Law School
 Marquette University Law School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
AbleLight
AbleLight Services to the Health IndustryHealth Services Operates as a non profit organization that provides support services to people with developmental disabilities | Health Services |
University of Wisconsin-Milwaukee
 University of Wisconsin-Milwaukee Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
