Bill Jacobs
Director Ejecutivo en Jacobs Investment Management LLC .
Cargos activos de Bill Jacobs
Empresas | Cargo | Inicio | Fin |
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Jacobs Investment Management LLC
Jacobs Investment Management LLC Investment ManagersFinance Jacobs Investment Management LLC (JIM) is a wealth management firm headquartered in Nashville, Tennessee. The firm was founded by William (Bill) Jacobs in 2006. They were acquired by Shayne & Co. LLC in 2023. JIM provides portfolio management services primarily to individuals, high-net worth individuals, and a small number of companies. | Director Ejecutivo | 01/01/2006 | - |
Oficial de Cumplimiento | 01/01/2006 | - | |
Fundador | 01/01/2006 | - | |
Gestor de Cartera-Acciones | 01/01/2006 | - | |
Presidente | 01/01/2006 | - | |
The Patten Group, Inc.
The Patten Group, Inc. Investment ManagersFinance Patten Group, Inc. (TPG) is an independent registered investment advisor headquartered in Chattanooga, Tennessee. Founded in 2014, TPG provides investment advisory services to individuals, high net worth individuals, families, trusts, estates, retirement plans, endowments, foundations, charitable organizations, corporations and small businesses. | Gestor de Cartera-Acciones | 01/04/2014 | - |
Director de Investigación - Acciones | 01/04/2014 | 01/03/2018 |
Historial de carrera de Bill Jacobs
Antiguos cargos conocidos de Bill Jacobs.
Empresas | Cargo | Inicio | Fin |
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Harris Associates LP
Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Analyst-Equity | 01/01/1993 | - |
Equitable Securities Corp. | Analyst-Equity | 01/01/1989 | 31/12/1991 |
Formación de Bill Jacobs.
University of Pennsylvania | Undergraduate Degree |
Northwestern University | Graduate Degree |
Estadísticas
Internacional
Estados Unidos | 7 |
Operativa
Analyst-Equity | 2 |
Portfolio Manager-Equities | 2 |
Chief Executive Officer | 1 |
Sectorial
Finance | 5 |
Consumer Services | 3 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 4 |
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Harris Associates LP
Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Finance |
Equitable Securities Corp. | Finance |
Jacobs Investment Management LLC
Jacobs Investment Management LLC Investment ManagersFinance Jacobs Investment Management LLC (JIM) is a wealth management firm headquartered in Nashville, Tennessee. The firm was founded by William (Bill) Jacobs in 2006. They were acquired by Shayne & Co. LLC in 2023. JIM provides portfolio management services primarily to individuals, high-net worth individuals, and a small number of companies. | Finance |
The Patten Group, Inc.
The Patten Group, Inc. Investment ManagersFinance Patten Group, Inc. (TPG) is an independent registered investment advisor headquartered in Chattanooga, Tennessee. Founded in 2014, TPG provides investment advisory services to individuals, high net worth individuals, families, trusts, estates, retirement plans, endowments, foundations, charitable organizations, corporations and small businesses. | Finance |
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