Bill Jacobs
Algemeen Directeur bij Jacobs Investment Management LLC
Profiel
William Edward Jacobs is the founder of Jacobs Investment Management LLC, which was founded in 2006.
He held the title of President at the firm.
Currently, he is a Senior Portfolio Manager at The Patten Group, Inc., starting in 2014.
He was previously a Partner at Harris Associates LP from 1993 to 2005.
Prior to that, he worked as an Analyst at Equitable Securities Corp.
from 1989 to 1991.
Mr. Jacobs received his undergraduate degree from the University of Pennsylvania and his graduate degree from Northwestern University.
Actieve functies van Bill Jacobs
| Bedrijven | Functie | Begin |
|---|---|---|
Jacobs Investment Management LLC
 Jacobs Investment Management LLC Investment ManagersFinance Jacobs Investment Management LLC (JIM) is a wealth management firm headquartered in Nashville, Tennessee. The firm was founded by William (Bill) Jacobs in 2006. They were acquired by Shayne & Co. LLC in 2023. JIM provides portfolio management services primarily to individuals, high-net worth individuals, and a small number of companies. | Algemeen Directeur | 01-01-2006 |
The Patten Group, Inc.
 The Patten Group, Inc. Investment ManagersFinance Patten Group, Inc. (TPG) is an independent registered investment advisor headquartered in Chattanooga, Tennessee. Founded in 2014, TPG provides investment advisory services to individuals, high net worth individuals, families, trusts, estates, retirement plans, endowments, foundations, charitable organizations, corporations and small businesses. | Portefeuillebeheerder-Aandelen | 01-04-2014 |
Eerdere bekende functies van Bill Jacobs
| Bedrijven | Functie | Einde |
|---|---|---|
Harris Associates LP
 Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Analyst-Equity | - |
| Equitable Securities Corp. | Analyst-Equity | 31-12-1991 |
Opleiding van Bill Jacobs
| University of Pennsylvania | Undergraduate Degree |
| Northwestern University | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Harris Associates LP
Harris Associates LP Investment ManagersFinance Harris Associates LP (Harris) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1976 and is a direct subsidiary of Natixis Investment Managers LLC, which is ultimately owned by BCPE’s Natixis SA (Natixis) (PAR: KN), a French investment banking and financial services firm. Harris primarily provides discretionary investment advisory services to individuals and institutions, including registered investment companies. The firm also provides investment advisory services to wrap programs, mutual funds, private investment partnerships and other pooled investment vehicles. | Finance |
The Patten Group, Inc.
The Patten Group, Inc. Investment ManagersFinance Patten Group, Inc. (TPG) is an independent registered investment advisor headquartered in Chattanooga, Tennessee. Founded in 2014, TPG provides investment advisory services to individuals, high net worth individuals, families, trusts, estates, retirement plans, endowments, foundations, charitable organizations, corporations and small businesses. | Finance |
| Equitable Securities Corp. | Finance |
Jacobs Investment Management LLC
Jacobs Investment Management LLC Investment ManagersFinance Jacobs Investment Management LLC (JIM) is a wealth management firm headquartered in Nashville, Tennessee. The firm was founded by William (Bill) Jacobs in 2006. They were acquired by Shayne & Co. LLC in 2023. JIM provides portfolio management services primarily to individuals, high-net worth individuals, and a small number of companies. | Finance |