Dan Jacoby

Dan Jacoby

Fundador en Stratos Wealth Partners Ltd. .

Finance
Consumer Services

Perfil

Mr. Daniel J.
Jacoby is a Chief Investment Officer & Founding Partner at Stratos Wealth Partners Ltd.
and a Portfolio Manager at Stratos Wealth Advisors LLC.
He is also a Founding Partner of the firm.
He is responsible for the investment policy development of the firm, with a focus on portfolio construction, tactical asset allocation, portfolio implementation, and on-going risk analysis for affluent clients and foundations.
He also oversees the research and manager selection process between Stratos and its numerous affiliated investment management firms.
He acts as a key resource to Stratos advisors’ and their clients in the development of efficient, optimal, and risk-adjusted portfolios to meet their clients’ objectives.
Prior to joining Stratos, Mr. Jacoby was a Portfolio Manager and Director at JPMorgan’s Private Wealth Management Group.
There he constructed and managed portfolios for ultra high-net worth clients and foundations.
Before his tenure at JPMorgan, Dan was a Portfolio Manager at KeyBank in the same capacity.
Mr. Jacoby earned his M.B.A degree with concentrations in Finance and Statistics from the Johns Hopkins University in Baltimore, Maryland.

Cargos activos de Dan Jacoby

EmpresasCargoInicio
Fundador 01/10/2008
Director de Inversiones 01/11/2008
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Antiguos cargos conocidos de Dan Jacoby.

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J.P. Morgan & Co., Inc. (Old) Corporate Officer/Principal -
Corporate Officer/Principal -
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Formación de Dan Jacoby.

The Johns Hopkins University Masters Business Admin

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J.P. Morgan & Co., Inc. (Old)

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