Profil
Mr. Jacob Samuels is a Portfolio Manager, Trader & Shareholder at Kelman-Lazarov, Inc. He applies his knowledge through strategic research for asset allocation decisions, for portfolio construction and for assessments of other financial products.
He maintains the company’s trading models and databases.
And he produces the regular performance reports, among others.
He focused on Finance as he earned his B.B.A.
at the University of Memphis.
Postes actifs de Jacob Samuels
Sociétés | Poste | Début |
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Kelman-Lazarov, Inc.
Kelman-Lazarov, Inc. Investment ManagersFinance Kelman-Lazarov, Inc. (Kelman-Lazarov) is an independent, SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by Martin Kelman and Ronald Lazarov in 1979. Kelman-Lazarov offers financial planning and investment advisory services individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. | Trading-Equity | 01/04/2013 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
Entreprise privées | 1 |
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Kelman-Lazarov, Inc.
Kelman-Lazarov, Inc. Investment ManagersFinance Kelman-Lazarov, Inc. (Kelman-Lazarov) is an independent, SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded by Martin Kelman and Ronald Lazarov in 1979. Kelman-Lazarov offers financial planning and investment advisory services individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. | Finance |