Profiel
Jacob Stoiber worked as an Investment Analyst at The Connable Office, Inc. from 2015 to 2018.
He then worked as an Investment Associate at Evercore Wealth Management LLC from 2018 to 2021.
Mr. Stoiber completed his undergraduate degree at the University of Illinois in 2015 and his graduate degree in 2014.
Eerdere bekende functies van Jacob Stoiber
| Bedrijven | Functie | Einde |
|---|---|---|
The Connable Office, Inc.
 The Connable Office, Inc. Investment ManagersFinance The Connable Office, Inc. is an independent multi-family office headquartered in Kalamazoo, Michigan. It was founded in the late 1800s. The Connable Office customizes investment plans for each client family, designing portfolios based on their unique goals, objectives, risk tolerance, financial planning, and tax considerations. | Corporate Officer/Principal | 01-01-2018 |
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Analist-Vaste Inkomen | - |
Opleiding van Jacob Stoiber
| University of Illinois | Graduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |
The Connable Office, Inc.
The Connable Office, Inc. Investment ManagersFinance The Connable Office, Inc. is an independent multi-family office headquartered in Kalamazoo, Michigan. It was founded in the late 1800s. The Connable Office customizes investment plans for each client family, designing portfolios based on their unique goals, objectives, risk tolerance, financial planning, and tax considerations. | Finance |
