![Jacob Stoiber](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Jacob Stoiber worked as an Investment Analyst at The Connable Office, Inc. from 2015 to 2018.
He then worked as an Investment Associate at Evercore Wealth Management LLC from 2018 to 2021.
Mr. Stoiber completed his undergraduate degree at the University of Illinois in 2015 and his graduate degree in 2014.
Ehemalige bekannte Positionen von Jacob Stoiber
Unternehmen | Position | Ende |
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The Connable Office, Inc.
![]() The Connable Office, Inc. Investment ManagersFinance The Connable Office, Inc. is a multi-family office headquartered in Kalamazoo, Michigan. The firm was founded in the late 1800s. They were acquired in 2024 by Cresset Capital Management LLC, a subsidiary of Cresset Manager LLC. The Connable Office provides wealth management and planning services to a limited number of client families throughout the US and abroad. | Corporate Officer/Principal | 01.01.2018 |
Evercore Wealth Management LLC
![]() Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Analyst-Festverzinsliche Wertpapiere | - |
Ausbildung von Jacob Stoiber
University of Illinois | Graduate Degree |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
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Private Unternehmen | 2 |
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Evercore Wealth Management LLC
![]() Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |
The Connable Office, Inc.
![]() The Connable Office, Inc. Investment ManagersFinance The Connable Office, Inc. is a multi-family office headquartered in Kalamazoo, Michigan. The firm was founded in the late 1800s. They were acquired in 2024 by Cresset Capital Management LLC, a subsidiary of Cresset Manager LLC. The Connable Office provides wealth management and planning services to a limited number of client families throughout the US and abroad. | Finance |