![Jacob Samuels](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Jacob Samuels is a Portfolio Manager, Trader & Shareholder at Kelman-Lazarov, Inc. He applies his knowledge through strategic research for asset allocation decisions, for portfolio construction and for assessments of other financial products.
He maintains the company’s trading models and databases.
And he produces the regular performance reports, among others.
He focused on Finance as he earned his B.B.A. at the University of Memphis.
Aktiva positioner av Jacob Samuels
| Företag | Position | Start |
|---|---|---|
Kelman-Lazarov, Inc.
 Kelman-Lazarov, Inc. Investment ManagersFinance Kelman-Lazarov primarily invests using a strategic asset allocation which involves determining an appropriate percentage to invest in a variety of asset classes. The client’s return objectives, risk tolerance, and investment constraints are used alongside long-term capital market assumptions to determine the appropriate asset class mix. The diversification afforded by appropriate strategic asset allocation helps balance the risks and rewards of investing. | Trading-Equity | 2013-04-01 |
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
4
Första gradens relationer
1
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 1 |
|---|---|
Kelman-Lazarov, Inc.
Kelman-Lazarov, Inc. Investment ManagersFinance Kelman-Lazarov primarily invests using a strategic asset allocation which involves determining an appropriate percentage to invest in a variety of asset classes. The client’s return objectives, risk tolerance, and investment constraints are used alongside long-term capital market assumptions to determine the appropriate asset class mix. The diversification afforded by appropriate strategic asset allocation helps balance the risks and rewards of investing. | Finance |
