Profile
James A. Jacobson is currently a trustee for PIMCO Managed Accounts Trust, Allianzgi Institutional Multi-Series Trust, The Taft School Corp., New Jersey City University, and Ronald McDonald House of New York, Inc. He previously held positions as Vice Chairman at New York Stock Exchange, Inc. and Spear, Leeds & Kellogg Specialists LLC, and as an independent director or trustee for various funds including PCM Fund, Inc., PIMCO Strategic Income Fund, Inc., and Alpine Equity Trust.
He also served as a director for several PIMCO Municipal Income Funds and as a trustee for PIMCO Flexible Credit Income Fund.
James Jacobson active positions
| Companies | Position | Start |
|---|---|---|
New Jersey City University
New Jersey City University Other Consumer ServicesConsumer Services Functions as a College/University | Director/Board Member | 01/01/2014 |
PIMCO Managed Accounts Trust
PIMCO Managed Accounts Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Director/Board Member | 01/01/2014 |
The Taft School Corp.
The Taft School Corp. Other Consumer ServicesConsumer Services Functions as a College/University | Director/Board Member | 01/01/2007 |
Ronald McDonald House of New York, Inc.
Ronald McDonald House of New York, Inc. Miscellaneous Commercial ServicesCommercial Services Provides temporary housing for pediatric cancer patients and their families | Director/Board Member | 01/01/2002 |
Former positions of James Jacobson
| Companies | Position | End |
|---|---|---|
| VIRTUS CONVERTIBLE & INCOME FUND | Director/Board Member | 01/01/2022 |
| PIMCO STRATEGIC INCOME FUND, INC. | Director/Board Member | 31/12/2021 |
Allianzgi Institutional Multi-Series Trust
Allianzgi Institutional Multi-Series Trust Investment Trusts/Mutual FundsMiscellaneous Operates as a open-end management trust | Director/Board Member | 26/05/2021 |
| PIMCO DYNAMIC INCOME OPPORTUNITIES FUND | Director/Board Member | 31/12/2020 |
| PIMCO DYNAMIC INCOME FUND | Director/Board Member | 31/12/2020 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 52 |
|---|---|
Alpine Equity Trust
Alpine Equity Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
PIMCO Managed Accounts Trust
PIMCO Managed Accounts Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Alpine Series Trust
Alpine Series Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Alpine Income Trust
Alpine Income Trust Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Nicholas-Applegate Convertible & Income Fund
Nicholas-Applegate Convertible & Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Floating Rate Income Fund
PIMCO Floating Rate Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Nicholas-Applegate Convertible & Income Fund II
Nicholas-Applegate Convertible & Income Fund II Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
New York Stock Exchange, Inc.
New York Stock Exchange, Inc. Investment Banks/BrokersFinance Operates securities exchange market | Finance |
Pimco Floating Rate Strategy Fund
Pimco Floating Rate Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Nicholas-Applegate Global Equity & Convertible Income Fund
Nicholas-Applegate Global Equity & Convertible Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Allianzgi Institutional Multi-Series Trust
Allianzgi Institutional Multi-Series Trust Investment Trusts/Mutual FundsMiscellaneous Operates as a open-end management trust | Miscellaneous |
Virtus AllianzGI Dividend Interest & Premium Strategy Fund
Virtus AllianzGI Dividend Interest & Premium Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
AllianzGI International & Premium Strategy Fund
AllianzGI International & Premium Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
abrdn Total Dynamic Dividend Fund
abrdn Total Dynamic Dividend Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
abrdn Global Dynamic Dividend Fund
abrdn Global Dynamic Dividend Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
abrdn Global Premier Properties Fund
abrdn Global Premier Properties Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
AllianzGI Global Equity & Convertible Income Fund
AllianzGI Global Equity & Convertible Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Income Strategy Fund II
PIMCO Income Strategy Fund II Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PCM Fund Inc.
PCM Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO California Municipal Income Fund
PIMCO California Municipal Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO California Municipal Income Fund II
PIMCO California Municipal Income Fund II Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO California Municipal Income Fund III
PIMCO California Municipal Income Fund III Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Corporate & Income Opportunity Fund
PIMCO Corporate & Income Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Income Strategy Fund
PIMCO Income Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Dynamic Income Fund
PIMCO Dynamic Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Global StocksPLUS & Income Fund
PIMCO Global StocksPLUS & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Corporate & Income Strategy Fund
PIMCO Corporate & Income Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO High Income Fund
PIMCO High Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Income Opportunity Fund
PIMCO Income Opportunity Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Municipal Income Fund
PIMCO Municipal Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Municipal Income Fund II
PIMCO Municipal Income Fund II Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Municipal Income Fund III
PIMCO Municipal Income Fund III Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO New York Municipal Income Fund
PIMCO New York Municipal Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO New York Municipal Income Fund II
PIMCO New York Municipal Income Fund II Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO New York Municipal Income Fund III
PIMCO New York Municipal Income Fund III Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Strategic Income Fund Inc.
PIMCO Strategic Income Fund Inc. Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Dynamic Credit & Mortgage Income Fund
PIMCO Dynamic Credit & Mortgage Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Diversified Income & Convertible Fund
Virtus Diversified Income & Convertible Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Flexible Credit Income Fund
PIMCO Flexible Credit Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Convertible & Income 2024 Target Term Fund
Virtus Convertible & Income 2024 Target Term Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Dynamic Income Strategy Fund
PIMCO Dynamic Income Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus AllianzGI Artificial Intelligence & Technology Opps
Virtus AllianzGI Artificial Intelligence & Technology Opps Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
PIMCO Dynamic Income Opportunities Fund
PIMCO Dynamic Income Opportunities Fund Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust | Miscellaneous |
The Taft School Corp.
The Taft School Corp. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New Jersey City University
New Jersey City University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Nicholas-Applegate International & Premium Strategy Fund
Nicholas-Applegate International & Premium Strategy Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Spear, Leeds & Kellogg Specialists LLC
Spear, Leeds & Kellogg Specialists LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Nicholas Applegate Equity & Convertible Income Fund
Nicholas Applegate Equity & Convertible Income Fund Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Ronald McDonald House of New York, Inc.
Ronald McDonald House of New York, Inc. Miscellaneous Commercial ServicesCommercial Services Provides temporary housing for pediatric cancer patients and their families | Commercial Services |
Virtus Convertible & Income Fund
Virtus Convertible & Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Convertible & Income Fund II
Virtus Convertible & Income Fund II Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
Virtus Equity & Convertible Income Fund
Virtus Equity & Convertible Income Fund Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Miscellaneous |
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