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 494MM in positions, which represents 13% 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

-0.7%
Top 25%
StockAlpha 3 yr performance attributed to stock picking: -0.7%/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

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Allan K. Jacobi Office Address

580 CALIFORNIA ST.
EIGHTH FLOOR
SAN FRANCISCO, California
UNITED STATES, 94104

Allan K. Jacobi Contact Information

Phone Number: 415-399-9159
Fax Number: 415-399-9330
Website:

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