Profil
Allen Anton Jacobi worked as a Managing Director & Senior Investment Advisor at Wilmington Trust, N.A. and as a Managing Director & Senior Advisor at Dominari Securities LLC (Investment Management) from 2012 to 2022.
Tidigare kända positioner av Al Jacobi
| Företag | Position | Slut |
|---|---|---|
Dominari Securities LLC (Investment Management)
Dominari Securities LLC (Investment Management) Investment ManagersFinance DS-IM develops a volatility-targeted approach that determines the underlying recommendations, including the asset allocation and third-party manager selection, for each client’s goal. The volatility-targeted portfolio is also used to manage and monitor each client’s account and goals. Their primary approach is strategic asset allocation aimed at reducing over-all portfolio risk through diversification. The asset allocation aims to optimize the quantity and types of risk factors present in the portfolio. | Portföljförvaltare-Aktier | 2022-08-01 |
Wilmington Trust, N.A.
Wilmington Trust, N.A. Investment ManagersFinance Provides investment advice | Portföljförvaltare-Aktier | - |
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Kopplade företag
| Privata företag | 2 |
|---|---|
Wilmington Trust, N.A.
Wilmington Trust, N.A. Investment ManagersFinance Provides investment advice | Finance |
Dominari Securities LLC (Investment Management)
Dominari Securities LLC (Investment Management) Investment ManagersFinance DS-IM develops a volatility-targeted approach that determines the underlying recommendations, including the asset allocation and third-party manager selection, for each client’s goal. The volatility-targeted portfolio is also used to manage and monitor each client’s account and goals. Their primary approach is strategic asset allocation aimed at reducing over-all portfolio risk through diversification. The asset allocation aims to optimize the quantity and types of risk factors present in the portfolio. | Finance |
















