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Phillip Jacoby
Directeur en chef des Investissements chez
Spectrum Asset Management, Inc.
Profil
Lewis Phillip Jacoby is currently Chief Investment Officer at Spectrum Asset Management, Inc., a position held since 1995.
Former roles include Senior Investment Officer at USL Capital Corp., Principal at The Northern Trust Co., and Vice President at E.F.
Hutton & Co., Inc. Education includes an undergraduate degree from Questrom School of Business.
Postes actifs de Phillip Jacoby
| Sociétés | Poste | Début |
|---|---|---|
Spectrum Asset Management, Inc.
 Spectrum Asset Management, Inc. Investment ManagersFinance Spectrum seeks to provide superior investment returns to investors in preferred and capital securities by employing a long-term, actively managed and diversified portfolio approach; emphasizing fundamental, qualitative and quantitative credit analyses to company and credit selection and relative value analysis to the individual security and sector selection; and taking advantage of the inefficiencies found in the various primary sectors of preferred and capital securities and junior subordinated debt securities. The firm utilizes a bottom-up investment process. | Directeur en chef des Investissements | 01/01/1995 |
Anciens postes connus de Phillip Jacoby
| Sociétés | Poste | Fin |
|---|---|---|
USL Capital Corp.
 USL Capital Corp. Investment ManagersFinance Manages portfolios of commercial leases | Corporate Officer/Principal | 31/12/1994 |
The Northern Trust Co.
 The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Corporate Officer/Principal | - |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services | Corporate Officer/Principal | - |
Formation de Phillip Jacoby
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
18
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
USL Capital Corp.
USL Capital Corp. Investment ManagersFinance Manages portfolios of commercial leases | Finance |
Spectrum Asset Management, Inc.
Spectrum Asset Management, Inc. Investment ManagersFinance Spectrum seeks to provide superior investment returns to investors in preferred and capital securities by employing a long-term, actively managed and diversified portfolio approach; emphasizing fundamental, qualitative and quantitative credit analyses to company and credit selection and relative value analysis to the individual security and sector selection; and taking advantage of the inefficiencies found in the various primary sectors of preferred and capital securities and junior subordinated debt securities. The firm utilizes a bottom-up investment process. | Finance |
The Northern Trust Co.
The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Finance |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services | Finance |
Questrom School of Business
 Questrom School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
