Phillip Jacoby
Director de Inversiones en Spectrum Asset Management, Inc. .
Origen de la red de primer grado Phillip Jacoby.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
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.
19
| Subsidiary | Investment Managers | 19 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Phillip Jacoby a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
UBS Asset Management (Americas), Inc.
 UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| NUVEEN PREFERRED SECURITIES INCOME FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
| Osmania University | College/University | Undergraduate Degree | |
Armstrong Teasdale LLP
 Armstrong Teasdale LLP Miscellaneous Commercial ServicesCommercial Services Armstrong Teasdale LLP engages in the provision of legal services. Its core practices include the following: litigation, corporate services, financial and real estate services, and intellectual property The company is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Illinois | College/University | Undergraduate Degree | |
| Norwalk Community College | College/University | Undergraduate Degree | |
| MOODY'S CORPORATION | Financial Publishing/Services | Corporate Officer/Principal | |
| St. John's University | College/University | Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Graduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin | |
Stonebridge Advisors LLC
 Stonebridge Advisors LLC Investment ManagersFinance Stonebridge Advisors LLC (Stonebridge) is a SEC-registered investment advisor headquartered in Wilton, Connecticut. The firm was founded in 2004 by Scott Fleming and they are primarily owned by First Trust Capital Partners LLC, ultimately held by AJM Ventures LLC. Stonebridge offers portfolio management services to high net-worth individuals, insurance companies, banks, thrift institutions, investment companies, pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations and similar entities, and to other individuals through WRAP programs. | Investment Managers | Chief Executive Officer | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Graduate Degree | |
The MathWorks, Inc.
 The MathWorks, Inc. Packaged SoftwareTechnology Services The MathWorks, Inc. develops and supplies technical computing software for model-based design. Its people conduct research at technology companies, government research labs, financial institutions and universities. The company was founded by John N. Little and Cleve Moler in 1984 and is headquartered in Natick, MA. | Packaged Software | Corporate Officer/Principal | |
| University of Strasbourg | College/University | Undergraduate Degree | |
Chapin Hill Advisors, Inc.
 Chapin Hill Advisors, Inc. Investment ManagersFinance Chapin Hill Advisors, Inc. provides investment advice. The private company is based in New York, NY. | Investment Managers | Corporate Officer/Principal | |
ACMC LLC
 ACMC LLC Investment ManagersFinance Part of Equitable Holdings, Inc., ACMC LLC is a company that provides investment advice. The company is based in New York, NY. | Investment Managers | Corporate Officer/Principal | |
| University of Connecticut | College/University | Undergraduate Degree | |
Trillium Trading LLC
 Trillium Trading LLC Investment Banks/BrokersFinance Trillium Trading LLC provides securities brokerage services. Its services include proprietary trading, and program trading. The company was founded by Lee Maschler and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin | |
| Ohio Wesleyan University | College/University | Undergraduate Degree | |
| University of Delaware | College/University | Graduate Degree | |
| Capital One Financial Corp. /American Express Card Business/ | Finance/Rental/Leasing | Corporate Officer/Principal | |
Goldman Sachs Asset Management LP
 Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Analyst-Equity | |
| Bentley University | College/University | Undergraduate Degree | |
| NUVEEN PREFERRED & INCOME OPPORTUNITIES FUND | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Central Connecticut State University | College/University | Undergraduate Degree | |
| University of Hartford | College/University | Masters Business Admin | |
Principal Global Investors LLC
 Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Investment Managers | Analyst-Equity | |
Standard & Poor's Financial Services LLC
 Standard & Poor's Financial Services LLC Investment ManagersFinance Standard & Poor's Financial Services provides financial market intelligence services. It offers credit ratings, indices, risk evaluation, investment research and data to the financial decision-makers. The company was founded in 1860 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
| Long Island University | College/University | Masters Business Admin | |
| Babson College | College/University | Masters Business Admin | |
DWS Investment Management Americas, Inc.
 DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Masters Business Admin | |
| Washington University in St. Louis | College/University | Undergraduate Degree | |
| FORD MOTOR COMPANY | Motor Vehicles | Corporate Officer/Principal |
Estadísticas
Internacional
| Estados Unidos | 49 |
| India | 2 |
| Francia | 2 |
Sectorial
| Consumer Services | 22 |
| Finance | 21 |
| Miscellaneous | 5 |
| Commercial Services | 3 |
| Technology Services | 2 |
Operativa
| Corporate Officer/Principal | 33 |
| Undergraduate Degree | 17 |
| Masters Business Admin | 9 |
| Portfolio Manager-Fixed Income | 8 |
| Graduate Degree | 6 |
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