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Profil
Jacob Stoiber worked as an Investment Analyst at The Connable Office, Inc. from 2015 to 2018.
He then worked as an Investment Associate at Evercore Wealth Management LLC from 2018 to 2021.
Mr. Stoiber completed his undergraduate degree at the University of Illinois in 2015 and his graduate degree in 2014.
Anciens postes connus de Jacob Stoiber
| Sociétés | Poste | Fin |
|---|---|---|
The Connable Office, Inc.
 The Connable Office, Inc. Investment ManagersFinance The Connable Office customizes investment plans for each client family, designing portfolios based on their unique goals, objectives, risk tolerance, financial planning, and tax considerations. Their investment portfolios employ a long-term, strategic focus with a global perspective, diversified across asset classes and investment opportunities. | Corporate Officer/Principal | 01/01/2018 |
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses. | Analyst-Fixed Income | - |
Formation de Jacob Stoiber
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Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
66
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
The Connable Office, Inc.
The Connable Office, Inc. Investment ManagersFinance The Connable Office customizes investment plans for each client family, designing portfolios based on their unique goals, objectives, risk tolerance, financial planning, and tax considerations. Their investment portfolios employ a long-term, strategic focus with a global perspective, diversified across asset classes and investment opportunities. | Finance |
University of Illinois
 University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses. | Finance |
