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Phillip Jacoby
Directeur en chef des Investissements chez Spectrum Asset Management, Inc.
Postes actifs de Phillip Jacoby
Sociétés | Poste | Début | Fin |
---|---|---|---|
Spectrum Asset Management, Inc.
![]() Spectrum Asset Management, Inc. Investment ManagersFinance Spectrum Asset Management, Inc. (SAM) is an investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1987 by Mark Lieb. In 2001, they were acquired by Principal Global Investors Holding Company (US) LLC (PGI), the asset management arm of The Principal Financial Group, Inc. (NYSE: PFG). SAM provides portfolio management services to registered mutual funds, private investment funds, foreign funds such as UCITS, sponsors of wrap account programs, corporate pension and profit–sharing plans, charitable institutions, insurance companies, foundations, endowments, and other US and international institutions. | Directeur en chef des Investissements | 01/01/1995 | - |
Portfolio Manager-Fixed Income | 01/01/1995 | - |
Historique de carrière de Phillip Jacoby
Anciens postes connus de Phillip Jacoby
Sociétés | Poste | Début | Fin |
---|---|---|---|
USL Capital Corp.
![]() USL Capital Corp. Investment ManagersFinance Part of Ford Motor Co., USL Capital Corp. manages portfolios of commercial leases. The company is based in San Francisco, CA. | Corporate Officer/Principal | - | 31/12/1994 |
The Northern Trust Co.
![]() The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Corporate Officer/Principal | 01/01/1981 | - |
E.F. Hutton & Co., Inc.
![]() E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Corporate Officer/Principal | - | - |
Formation de Phillip Jacoby
Questrom School of Business | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Corporate Officer/Principal | 3 |
Chief Investment Officer | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectorielle
Finance | 5 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 4 |
---|---|
Spectrum Asset Management, Inc.
![]() Spectrum Asset Management, Inc. Investment ManagersFinance Spectrum Asset Management, Inc. (SAM) is an investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1987 by Mark Lieb. In 2001, they were acquired by Principal Global Investors Holding Company (US) LLC (PGI), the asset management arm of The Principal Financial Group, Inc. (NYSE: PFG). SAM provides portfolio management services to registered mutual funds, private investment funds, foreign funds such as UCITS, sponsors of wrap account programs, corporate pension and profit–sharing plans, charitable institutions, insurance companies, foundations, endowments, and other US and international institutions. | Finance |
USL Capital Corp.
![]() USL Capital Corp. Investment ManagersFinance Part of Ford Motor Co., USL Capital Corp. manages portfolios of commercial leases. The company is based in San Francisco, CA. | Finance |
E.F. Hutton & Co., Inc.
![]() E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Finance |
The Northern Trust Co.
![]() The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Finance |
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