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Profil
Mr. Richard G.
Jacobus, CFA, is Chairman & Treasurer at Jacobus Wealth Management, Inc.
Mr. Jacobus was previously employed as President & Chief Executive Officer by Johnson International, Inc., Vice Chairman by Marshall & Ilsley Corp.
and Robert W.
Baird & Co., Inc. (Equity), Founder, President & Chief Executive Officer by Heritage Wisconsin Corporation, and President by Newton & Company.
He received his Bachelor of Business Administration and MBA degrees from the University of Wisconsin in Madison.
Anciens postes connus de Richard Godfrey Jacobus
| Sociétés | Poste | Fin |
|---|---|---|
Jacobus Wealth Management, Inc.
 Jacobus Wealth Management, Inc. Investment ManagersFinance Jacobus Wealth Management utilizes an asset allocation strategy to select equities, fixed-income, ETFs and other alternative investments for their clients' portfolios. With regard to equities, Jacobus offers a variety of investment styles including growth, value, blend, balanced, international or global. The firm's strategies include low turnover, bottom-up, top-down, active, passive ETFs and long/short strategies. They invest across all market-caps. The firm offers investments in a variety of ETFs based on a several strategies including domestic, international, value, growth, large-cap, small-cap, whole sectors or specific industries. For fixed-income investments, Jacobus considers quality, sector, credit, liquidity and duration. Securities may include municipal bonds, treasury bonds, inflation-protected bonds, corporate bonds, international bonds and MLPs. Jacobus also offers a variety of alternative investments including real estate, energy, private equity and debt capital, venture capital, hedge funds and commodities. The firm also assists clients with strategies related to concentrated stock positions and employee stock options. This may include covered call writing, protective put options, cashless collars, subsidized collars, monetized collars, diversification plans and option exercise planning. | Fondateur | 30/11/2017 |
Marshall & Ilsley Corp.
 Marshall & Ilsley Corp. Regional BanksFinance Provides state-chartered banking services | Directeur/Membre du Conseil | - |
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades. | Directeur/Membre du Conseil | - |
Johnson International, Inc.
 Johnson International, Inc. Financial ConglomeratesFinance Offices of bank holding companies | President | - |
Formation de Richard Godfrey Jacobus
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
20
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Marshall & Ilsley Corp.
Marshall & Ilsley Corp. Regional BanksFinance Provides state-chartered banking services | Finance |
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades. | Finance |
Johnson International, Inc.
Johnson International, Inc. Financial ConglomeratesFinance Offices of bank holding companies | Finance |
Jacobus Wealth Management, Inc.
Jacobus Wealth Management, Inc. Investment ManagersFinance Jacobus Wealth Management utilizes an asset allocation strategy to select equities, fixed-income, ETFs and other alternative investments for their clients' portfolios. With regard to equities, Jacobus offers a variety of investment styles including growth, value, blend, balanced, international or global. The firm's strategies include low turnover, bottom-up, top-down, active, passive ETFs and long/short strategies. They invest across all market-caps. The firm offers investments in a variety of ETFs based on a several strategies including domestic, international, value, growth, large-cap, small-cap, whole sectors or specific industries. For fixed-income investments, Jacobus considers quality, sector, credit, liquidity and duration. Securities may include municipal bonds, treasury bonds, inflation-protected bonds, corporate bonds, international bonds and MLPs. Jacobus also offers a variety of alternative investments including real estate, energy, private equity and debt capital, venture capital, hedge funds and commodities. The firm also assists clients with strategies related to concentrated stock positions and employee stock options. This may include covered call writing, protective put options, cashless collars, subsidized collars, monetized collars, diversification plans and option exercise planning. | Finance |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
