![Jacob Samuels](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>)
Profil
Mr. Jacob Samuels is a Portfolio Manager, Trader & Shareholder at Kelman-Lazarov, Inc. He applies his knowledge through strategic research for asset allocation decisions, for portfolio construction and for assessments of other financial products.
He maintains the company’s trading models and databases.
And he produces the regular performance reports, among others.
He focused on Finance as he earned his B.B.A. at the University of Memphis.
Aktive Positionen von Jacob Samuels
| Unternehmen | Position | Beginn |
|---|---|---|
Kelman-Lazarov, Inc.
 Kelman-Lazarov, Inc. Investment ManagersFinance Kelman-Lazarov primarily invests using a strategic asset allocation which involves determining an appropriate percentage to invest in a variety of asset classes. The client’s return objectives, risk tolerance, and investment constraints are used alongside long-term capital market assumptions to determine the appropriate asset class mix. The diversification afforded by appropriate strategic asset allocation helps balance the risks and rewards of investing. | Trading-Equity | 01.04.2013 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
4
Beziehungen ersten Grades
1
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Kelman-Lazarov, Inc.
Kelman-Lazarov, Inc. Investment ManagersFinance Kelman-Lazarov primarily invests using a strategic asset allocation which involves determining an appropriate percentage to invest in a variety of asset classes. The client’s return objectives, risk tolerance, and investment constraints are used alongside long-term capital market assumptions to determine the appropriate asset class mix. The diversification afforded by appropriate strategic asset allocation helps balance the risks and rewards of investing. | Finance |
