![Dan Jacobs](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>)
Profile
Mr. Daniel L.
Jacobs, CFA MBA, is Managing Partner & Chief Compliance Officer at French Broad Global Investors LLC.
Mr. Jacobs was previously employed as a Principal by Allfirst Bank, a Principal by Franklin Templeton Services LLC, and a Principal by Jacobs Asset Management LLC.
He received his undergraduate degree from Miami University (Ohio) and an MBA from Emory University.
Former positions of Dan Jacobs
| Companies | Position | End |
|---|---|---|
French Broad Global Investors LLC
 French Broad Global Investors LLC Investment ManagersFinance French Broad Global Investors seeks to identify stocks that are selling at the greatest discount to their intrinsic value using fundamental analysis. Their stock valuation methodology factors in a company's country of domicile and industry. The firm's sell discipline is based both on a stock's valuation and its relative valuation to all stocks. French Broad Global Investors customizes portfolios to meet each client's risk/return profiles. | Chief Executive Officer | 30/11/2021 |
Jacobs Asset Management LLC
 Jacobs Asset Management LLC Investment ManagersFinance JAM’s hedge fund seeks to generate maximum appreciation through a hedged portfolio of mostly equity securities with a focus on US financial stocks. The fund sells short stocks they believe are overvalued and uses other instruments to neutralize market risk so that the performance of the fund reflects their stock picking results rather than the fluctuations and trends of the broader stock market. | Corporate Officer/Principal | - |
Franklin Templeton Services LLC | Corporate Officer/Principal | - |
Allfirst Bank (Baltimore, Maryland)
 Allfirst Bank (Baltimore, Maryland) Regional BanksFinance State chartered commercial bank | Corporate Officer/Principal | - |
Training of Dan Jacobs
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
95
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Jacobs Asset Management LLC
Jacobs Asset Management LLC Investment ManagersFinance JAM’s hedge fund seeks to generate maximum appreciation through a hedged portfolio of mostly equity securities with a focus on US financial stocks. The fund sells short stocks they believe are overvalued and uses other instruments to neutralize market risk so that the performance of the fund reflects their stock picking results rather than the fluctuations and trends of the broader stock market. | Finance |
Franklin Templeton Services LLC | |
Emory University
 Emory University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Miami University
 Miami University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Allfirst Bank (Baltimore, Maryland)
Allfirst Bank (Baltimore, Maryland) Regional BanksFinance State chartered commercial bank | Finance |
French Broad Global Investors LLC
French Broad Global Investors LLC Investment ManagersFinance French Broad Global Investors seeks to identify stocks that are selling at the greatest discount to their intrinsic value using fundamental analysis. Their stock valuation methodology factors in a company's country of domicile and industry. The firm's sell discipline is based both on a stock's valuation and its relative valuation to all stocks. French Broad Global Investors customizes portfolios to meet each client's risk/return profiles. | Finance |
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