Profil
Mr. Jacob A. Odum is a Managing Director at Southeast Asset Advisors, Inc. He joined SAA in 2013 as a Portfolio Accountant and in 2024 he became a managing director in Thomasville.
He is primarily responsible for portfolio analysis and reporting, security analysis, and manager due diligence.
His other responsibilities include various aspects of compliance, portfolio reporting, and client communications.
He received his undergraduate degree from Thomas University and an MBA from Thomas University.
Postes actifs de Jacob A. Odum
| Sociétés | Poste | Début |
|---|---|---|
Southeast Asset Advisors LLC
Southeast Asset Advisors LLC Investment ManagersFinance SAA aims to protect and grow their clients’ capital over the long-term by focusing on individual client goals and objectives. While the firm prefers a value-oriented investment approach, portfolios are diversified across both value and growth stocks. Portfolios are generally invested in mutual funds, individual stocks and bonds, ETFs, separate account managers (SAMs) and private investment funds or partnerships. They generally apply traditional bottom-up fundamental research in selecting individual securities. | Analyst-Equity | 01/01/2013 |
Formation de Jacob A. Odum
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
Homme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Southeast Asset Advisors LLC
Southeast Asset Advisors LLC Investment ManagersFinance SAA aims to protect and grow their clients’ capital over the long-term by focusing on individual client goals and objectives. While the firm prefers a value-oriented investment approach, portfolios are diversified across both value and growth stocks. Portfolios are generally invested in mutual funds, individual stocks and bonds, ETFs, separate account managers (SAMs) and private investment funds or partnerships. They generally apply traditional bottom-up fundamental research in selecting individual securities. | Finance |
Thomas University
Thomas University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















