Peter Jacobs Location
- Bellevue, WA, US
Peter Jacobs Work
- 2022 -now Senior Portfolio Manager @
- 2017 -2022 Chief Investment Strategist for Stifel RMG Group @ Stifel Financial Corp.
- 2011 -2017 Principal @ Jacobs | Broel Asset Mananagement, LLC
- 1994 -2010 Director of Research @
- 1989 -1992 Operations Analyst @
Peter Jacobs Education
- The University of Chicago Booth School of Business
MBA
1992-1994 - University of Cincinnati
BS
1984-1989 - Quaker Valley High School 1981-1984
Peter Jacobs Skills
- Equity Research
- Investments
- Asset Management
- Equities
- Securities
- Mutual Funds
- Financial Advisory
- Portfolio Management
- Fixed Income
- Asset Allocation
- Bloomberg
- Valuation
- Trading Systems
- Options
Peter Jacobs Summary
- Peter Jacobs, based in Bellevue, WA, US, is currently a Senior Portfolio Manager at Tschetter Group. Peter Jacobs brings experience from previous roles at Stifel Financial Corp., Jacobs | Broel Asset Mananagement, LLC, Ragen MacKenzie, A Division of Wells Fargo Investments and The Boeing Company. Peter Jacobs holds a 1992 - 1994 MBA @ The University of Chicago Booth School of Business. With a robust skill set that includes Equity Research, Investments, Asset Management, Equities, Securities and more. Peter Jacobs has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Tschetter Group Employees
Dustin Brumbaugh
Advisor, CEO and CIO
Seattle, WA, US
Danny Costello
Operations Manager
Seattle, WA, US
Brent Williams
Portfolio Manager
Bellevue, WA, US
Travis Bomgardner
Advisor | CBDO
Kirkland, WA, US
David Tschetter
President, Advisor
Bellevue, WA, US
Peter Jacobs
Senior Portfolio Manager
Bellevue, WA, US
Nick Yasbek
Managing Director
Sacramento, CA, US
Alden Gwinn
Financial Advisor
Bellevue, WA, US
Madison Cooper
Financial Planning Associate
Kirkland, WA, US
Chase Ridder
Operations Associate
Seattle, WA, US
John Bosworth
Senior Operations Associate
Kirkland, WA, US
Eli Gripp
Senior Client Service Associate
Seattle, WA, US
Kincaid Fries
Junior DevOps Associate
Los Angeles, CA, US
Amanda McCarty
Financial Planner
Kirkland, WA, US
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