Phillip Jacoby

Chief Investment Officer bei Spectrum Asset Management, Inc.

Finance

Consumer Services

Aktive Positionen von Phillip Jacoby

Unternehmen	Position	Beginn	Ende
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.	Chief Investment Officer	01.01.1995	-
	Portfolio Manager-Fixed Income	01.01.1995	-

Unternehmen	Position	Beginn	Ende
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	-	-

Questrom School of Business

Undergraduate Degree

International

Vereinigte Staaten

Operativ

Corporate Officer/Principal	3
Chief Investment Officer	1
Portfolio Manager-Fixed Income	1

Sektoral

Finance	5
Consumer Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	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