Robert Jacob Email & Phone Number
Portfolio Manager @ Bank of America Private Bank
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Robert Jacob Location
- Westport, CT, US
Robert Jacob Work
- 2009 - now Portfolio Manager @
- 2004 - 2009 Equity Portfolio Manager @
- 1995 - 2004 Portfolio Manager @
Robert Jacob Education
- Wisconsin School of Business
MS (Finance, Investment and Banking)
1994 - 1995 - University of Wisconsin-Madison
BBA
1989 - 1993
Robert Jacob Skills
- Asset Management
- Alternative Investments
- Wealth Management
- Equities
- Asset Allocation
- Portfolio Management
- Investments
- Bloomberg
- Capital Markets
- Equity Research
- Fixed Income
- High Net Worth Individuals
- Investment Management
- Mutual Funds
- Securities
- Wealth Management Services
- Investment Strategies
- Project Management
- Microsoft Office
- High Net Worth
Robert Jacob Summary
- Robert Jacob, based in Westport, CT, US, is currently a Portfolio Manager at Bank of America Private Bank. Robert Jacob brings experience from previous roles at J.P. Morgan Asset Management and J.P. Morgan. Robert Jacob holds a 1994 - 1995 MS in Finance, Investment and Banking @ Wisconsin School of Business. With a robust skill set that includes Asset Management, Alternative Investments, Wealth Management, Equities, Asset Allocation and more. Robert Jacob has 1 emails and 1 mobile phone numbers on RocketReach.
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