Profil
Jeffrey Michael Jacobe formerly worked at Avalon Advisors LLC, as Managing Director from 2018 to 2021, First Reserve Management LP, as Principal, Fayez Sarofim & Co., as Senior Vice President from 2014 to 2015, Simmons & Company International, as Principal, Dyer Robertson & Lamme, Inc., as Principal, Sarofim International Management Co., as Senior Vice President from 2010 to 2016, and Wasserstein Perella & Co., Inc., as Principal.
Mr. Jacobe received his undergraduate degree in 1994 from The University of Texas at Austin and Masters Business Admin degree in 1999 from Harvard Business School.
Anciens postes connus de Jeffrey Michael Jacobe
| Sociétés | Poste | Fin |
|---|---|---|
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon employs a fundamental, long-term approach in evaluating securities, seeks a return reflective of the underlying asset class for each account, and aims to maintain lower volatility. The firm will raise cash reserves during periods of unusual market risk, but generally seeks to maintain a fully invested posture over a typical market cycle. Securities selected are generally expected to be held to be held for long-term capital gains, with the goal of providing higher after-tax returns. | Corporate Officer/Principal | 01/11/2021 |
Sarofim International Management Co.
Sarofim International Management Co. Investment ManagersFinance SIMCO manages separate portfolios for clients on an account-by-account basis, taking into consideration each client’s financial resources, investment objectives, and risk tolerance. The firm addresses individual requirements for such items as current income, cash flow, and taxes. Their investment strategies include: Large-Cap Equity, Global Equity and Core Fixed Income and Balanced. Their portfolio managers operate within the guidelines set by the Investment Committee. SIMCO employs a bottom-up investment process managed by the investment committee to shape the portfolios. Drawing on the fundamental research of the firm’s in-house analysts and select external resources, the committee formulates a macroeconomic and capital market outlook and evaluates the attractiveness of the various economic sectors and industries. | Gestionnaire de Portefeuille-Actions | 05/01/2016 |
Fayez Sarofim & Co. LLC
Fayez Sarofim & Co. LLC Investment ManagersFinance FSC is a long-term investor which seeks to generate sustainable earnings growth by dominantly investing in large-cap companies. The firm employs a predominantly bottom-up investment decision-making process managed by the Investment Committee. The committee formulates a macroeconomic and capital market outlook and evaluates the attractiveness of the various economic sectors and industries. | Director of Investments | 31/12/2015 |
First Reserve Management LP
First Reserve Management LP Investment ManagersFinance First Reserve invests in middle market energy companies located in North America and Europe. The firm targets companies operating in the fields of specialty services, engineered products, logistics & distribution, critical resources and value-added infrastructure. It provides financing for later stages and buyouts with an investment size ranging from USD 100 - 500 million. It also makes co-investments. | Corporate Officer/Principal | - |
Wasserstein Perella & Co., Inc.
Wasserstein Perella & Co., Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Formation de Jeffrey Michael Jacobe
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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| Entreprise privées | 9 |
|---|---|
First Reserve Management LP
First Reserve Management LP Investment ManagersFinance First Reserve invests in middle market energy companies located in North America and Europe. The firm targets companies operating in the fields of specialty services, engineered products, logistics & distribution, critical resources and value-added infrastructure. It provides financing for later stages and buyouts with an investment size ranging from USD 100 - 500 million. It also makes co-investments. | Finance |
Fayez Sarofim & Co. LLC
Fayez Sarofim & Co. LLC Investment ManagersFinance FSC is a long-term investor which seeks to generate sustainable earnings growth by dominantly investing in large-cap companies. The firm employs a predominantly bottom-up investment decision-making process managed by the Investment Committee. The committee formulates a macroeconomic and capital market outlook and evaluates the attractiveness of the various economic sectors and industries. | Finance |
Simmons & Company International
Simmons & Company International Investment Banks/BrokersFinance Provides brokerage services | Finance |
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon employs a fundamental, long-term approach in evaluating securities, seeks a return reflective of the underlying asset class for each account, and aims to maintain lower volatility. The firm will raise cash reserves during periods of unusual market risk, but generally seeks to maintain a fully invested posture over a typical market cycle. Securities selected are generally expected to be held to be held for long-term capital gains, with the goal of providing higher after-tax returns. | Finance |
Dyer Robertson & Lamme, Inc.
Dyer Robertson & Lamme, Inc. Investment ManagersFinance DRL is a multi-cap blend manager. | Finance |
The University of Texas at Austin
The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Sarofim International Management Co.
Sarofim International Management Co. Investment ManagersFinance SIMCO manages separate portfolios for clients on an account-by-account basis, taking into consideration each client’s financial resources, investment objectives, and risk tolerance. The firm addresses individual requirements for such items as current income, cash flow, and taxes. Their investment strategies include: Large-Cap Equity, Global Equity and Core Fixed Income and Balanced. Their portfolio managers operate within the guidelines set by the Investment Committee. SIMCO employs a bottom-up investment process managed by the investment committee to shape the portfolios. Drawing on the fundamental research of the firm’s in-house analysts and select external resources, the committee formulates a macroeconomic and capital market outlook and evaluates the attractiveness of the various economic sectors and industries. | Finance |
Wasserstein Perella & Co., Inc.
Wasserstein Perella & Co., Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Harvard Business School
Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















