About Allan K. Jacobi of WETHERBY ASSET
Allan K. Jacobi is Principal/Chief Financial Officer at Wetherby Asset Management Inc and has been affiliated with Wetherby Asset Management Inc since March-1997.
Wetherby Asset Management Inc is an investment advisor that manages 3.8 BN dollars in regulatory AUM and has 59 employees, of which 35 perform investment advisory functions. The managers's latest filing has disclosed 2BN in positions, which represents 51% of the manager's regulatory AUM.
For more on Wetherby Asset Management Inc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Wetherby Asset Management Inc is an investment advisor that manages 3.8 BN dollars in regulatory AUM and has 59 employees, of which 35 perform investment advisory functions. The managers's latest filing has disclosed 2BN in positions, which represents 51% of the manager's regulatory AUM.
For more on Wetherby Asset Management Inc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
WETHERBY ASSET StockAlpha
Top 25% |
StockAlpha
3 yr performance attributed to stock picking: -1.2%/yr
Co-workers of Allan K. Jacobi at WETHERBY ASSET
Name | Title | In Position Since |
---|
Christopher S. Hauswirth | Principal/Director Of Alternative Investments | October-1998 |
Debra L. Wetherby | Principal/Chief Executive Officer | February-1990 |
Samuel R. Karetsky | Principal/Wealth Manager | December-2003 |
David L. Redo | Principal/Wealth Manager | August-2003 |
Karen T. Leech | Principal/Wealth Manager | July-2004 |
Christina T. Covalesky | Principal/Wealth Manager | July-2004 |
Stephen T. Janowsky | Principal / Chief Operating Officer | July-2005 |
Darrell Adams | Shareholder | December-2007 |
John K. Mell | Principal & Wealth Manager | January-2004 |
Steven P. Herzog | Principal & Wealth Manager | July-2005 |
Michael J. Graziano | Principal & Wealth Manager | September-2000 |
Andrew G. Pratt | Principal/Director Of Research & Wealth Manager | August-2006 |
John M. Olson | Chief Compliance Officer | April-2012 |
David E. Ferguson | Principal & Wealth Manager | January-2014 |
Fundamental & Technical Factor Exposure
Allan K. Jacobi Office Address
580 CALIFORNIA ST.
EIGHTH FLOOR
SAN FRANCISCO, California
UNITED STATES, 94104
EIGHTH FLOOR
SAN FRANCISCO, California
UNITED STATES, 94104
Allan K. Jacobi Contact Information
Phone Number: 415-399-9159
Fax Number: 415-399-9330
Website: https://www.wetherby.com
Fax Number: 415-399-9330
Website: https://www.wetherby.com
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