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Paul Jakubowicz
Directeur Général chez
Ned Davis Research, Inc. (Investment Management)
Profil
Mr. Paul M.
Jakubowicz, CFA MBA, is a Chief Executive Officer at Ned Davis Research, Inc. and a Managing Director at Ned Davis Research, Inc. He is responsible for investment strategy, custom research, and data strategy at NDR.
He joined the firm in 2004 and has held several key positions where he oversaw customized research and was responsible for model development.
He leads the NDR Executive team and is a member of the Delinian Executive team and the firm’s Index Committee, which reviews and approves new investment models as well as enhancements to existing models.
Before joining NDR, Mr. Jakubowicz spent several years as a Senior Analyst for Wilshire Associates, Inc., where he performed macroeconomic research, asset allocation, and investment product selection for their Investment Consulting division.
Mr. Jakubowicz holds a Master of Business Administration with a focus in Finance and Quantitative Analysis from the Tepper School of Business, Carnegie Mellon University.
He received his Bachelor of Science degree in Economics from Carnegie Mellon University.
He is a CFA charterholder.
Postes actifs de Paul Jakubowicz
| Sociétés | Poste | Début |
|---|---|---|
Ned Davis Research, Inc. (Investment Management)
 Ned Davis Research, Inc. (Investment Management) Investment ManagersFinance NDR-IM uses fundamental and technical research with models, charts, indicators and weight-of-the-evidence methodology to help clients see the signals and invest with confidence. The firm produces robust global investment strategy, beginning with a macroeconomic foundation and extending into the major asset classes and geographies using their 360-degree research approach. | Directeur Général | 01/10/2023 |
Ned Davis Research, Inc.
 Ned Davis Research, Inc. Investment ManagersFinance Provides investment research | Analyst-Fixed Income | 01/07/2004 |
Anciens postes connus de Paul Jakubowicz
| Sociétés | Poste | Fin |
|---|---|---|
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Analyst-Equity | 31/12/2003 |
Formation de Paul Jakubowicz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
60
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Finance |
Ned Davis Research, Inc. (Investment Management)
Ned Davis Research, Inc. (Investment Management) Investment ManagersFinance NDR-IM uses fundamental and technical research with models, charts, indicators and weight-of-the-evidence methodology to help clients see the signals and invest with confidence. The firm produces robust global investment strategy, beginning with a macroeconomic foundation and extending into the major asset classes and geographies using their 360-degree research approach. | Finance |
Ned Davis Research, Inc.
Ned Davis Research, Inc. Investment ManagersFinance Provides investment research | Finance |
Tepper School of Business
 Tepper School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
