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Profil
Mr. Lucas A. Jacobson, CFA, is Principal & Portfolio Manager at Wall Street Associates LLC.
Mr. Jacobson started at WSA in 2004 and was promoted to Investment Analyst in 2006 and Portfolio Manager in 2011.
He has over 15 years of investment experience and has been a member of the investment management team since 2006, specializing in Producer Durables, Financial Services, and Materials and Processing.
Mr. Jacobson is a member of WSA's Chief Investment Officer Committee.
His career has specialized in growth equities, starting at Thomas Weisel Partners where he worked for two years on the Product Management Team in the Institutional Sales and Research group.
He then worked at Seneca Capital Management as a Marketing Analyst, specializing in portfolio analytics for marketing and client service.
Mr. Jacobson received his Bachelor of Science degree in Finance from University of Missouri and is a member of the CFA Institute and the CFA Society of San Diego.
Ehemalige bekannte Positionen von Luke Jacobson
| Unternehmen | Position | Ende |
|---|---|---|
Thomas Weisel Partners LLC
 Thomas Weisel Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01.08.2002 |
Seneca Capital Management, Inc.
 Seneca Capital Management, Inc. Financial ConglomeratesFinance Provides Investment | Corporate Officer/Principal | - |
Newfleet Asset Management LLC
 Newfleet Asset Management LLC Investment ManagersFinance Newfleet Asset Management is a long-term, fixed income specialist who employs a multi-sector approach to investing. They build their portfolios through rigorous core credit analysis and active portfolio management. The firm utilizes both top-down sector analysis and allocation and bottom-up security selection. They seek broad diversification across industries and issuers in an attempt to limit downside risk. Newfleet Asset Management offers a suite of multi-sector strategies that vary by investment objective, exposure to below investment grade and non-US securities, and duration. The strategies are managed by a single team and share a consistent philosophy and a process that is actively managed, relative value driven, research intensive, and opportunistic. A focus beyond core sectors seeks to add value. | Corporate Officer/Principal | - |
Wall Street Associates LLC
 Wall Street Associates LLC Investment ManagersFinance Wall Street Associates (WSA) provides investment management services primarily focused on U.S. growth equity investments consisting of the following strategies: Micro Cap Growth, Institutional Small Growth, Small-Mid Cap Growth, Mid Cap Growth, Concentrated Mid Cap Growth, Large Cap Growth, and the Global Environmental Efficiency Portfolio (GEEP). The majority of assets managed by WSA are invested in long-only strategies for separate accounts and investment funds. The firm's investment approach combines fundamental, bottom-up stock selection with disciplined risk management and seeks to maximize total return. | Portfolio Manager-Aktien | - |
Ausbildung von Luke Jacobson
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
95
Beziehungen ersten Grades
5
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 5 |
|---|---|
Wall Street Associates LLC
Wall Street Associates LLC Investment ManagersFinance Wall Street Associates (WSA) provides investment management services primarily focused on U.S. growth equity investments consisting of the following strategies: Micro Cap Growth, Institutional Small Growth, Small-Mid Cap Growth, Mid Cap Growth, Concentrated Mid Cap Growth, Large Cap Growth, and the Global Environmental Efficiency Portfolio (GEEP). The majority of assets managed by WSA are invested in long-only strategies for separate accounts and investment funds. The firm's investment approach combines fundamental, bottom-up stock selection with disciplined risk management and seeks to maximize total return. | Finance |
Newfleet Asset Management LLC
Newfleet Asset Management LLC Investment ManagersFinance Newfleet Asset Management is a long-term, fixed income specialist who employs a multi-sector approach to investing. They build their portfolios through rigorous core credit analysis and active portfolio management. The firm utilizes both top-down sector analysis and allocation and bottom-up security selection. They seek broad diversification across industries and issuers in an attempt to limit downside risk. Newfleet Asset Management offers a suite of multi-sector strategies that vary by investment objective, exposure to below investment grade and non-US securities, and duration. The strategies are managed by a single team and share a consistent philosophy and a process that is actively managed, relative value driven, research intensive, and opportunistic. A focus beyond core sectors seeks to add value. | Finance |
Thomas Weisel Partners LLC
Thomas Weisel Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Missouri
 University of Missouri Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Seneca Capital Management, Inc.
Seneca Capital Management, Inc. Financial ConglomeratesFinance Provides Investment | Finance |
