Paul Jakubowicz
Analyst-Festverzinsliche Wertpapiere bei Ned Davis Research, Inc.
Profil
Mr. Paul Jakubowicz, Managing Director, is responsible for investment strategy, custom research, and data strategy at NDR.
Paul joined the firm in 2004 and has held several key positions including VP of Investment Research and Director of Custom Research, where he oversaw customized research and was responsible for model development.
He leads the NDR Executive team and is a member of the Delinian Executive team and the firm’s Index Committee, which reviews and approves new investment models as well as enhancements to existing models.
Prior to leading the Custom Solutions group, he was an associate director from 2008 to 2014, and led a team of analysts that performed a variety of research projects for Ned Davis clients using advanced quantitative methods.
Specifically, his group focused on asset allocation and equity selection models.
Before joining Ned Davis, he was a Senior Analyst for Wilshire Associates, Inc., where he performed macroeconomic research, asset allocation, and investment product selection for their Investment Consulting division.
Mr. Jakubowicz received a Master of Business Administration with a focus in finance and quantitative analysis from the Tepper School of Business, Carnegie Mellon University.
Also, he received his Bachelor of Science degree in Economics from Carnegie Mellon University.
He is a CFA charterholder and is a member of the CFA Institute and CFA Tampa Bay.
Aktive Positionen von Paul Jakubowicz
| Unternehmen | Position | Beginn |
|---|---|---|
Ned Davis Research, Inc.
 Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines. | Analyst-Festverzinsliche Wertpapiere | 01.07.2004 |
Ehemalige bekannte Positionen von Paul Jakubowicz
| Unternehmen | Position | Ende |
|---|---|---|
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Analyst-Equity | 31.12.2003 |
Ned Davis Research, Inc. (Investment Management)
 Ned Davis Research, Inc. (Investment Management) Investment ManagersFinance Founded by Ned Davis in 1980, Ned Davis Research, Inc. (NDR) is an independent institutional investment research firm and registered investment advisor located in Venice, Florida. The firm is a subsidiary of Euromoney Institutional Investor Holdings, Inc., an indirect wholly-owned subsidiary of Euromoney Institutional Investor PLC. NDR produces and publishes independent financial research and offers customized research services (i.e., investment advisory services). The firm markets the research primarily to registered investment advisors, brokerage firms, asset management firms, and other types of corporations. They also market to pension and profit-sharing plans. | Analyst-Equity | - |
Ausbildung von Paul Jakubowicz
| Carnegie Mellon University | Undergraduate Degree |
| Tepper School of Business | Masters Business Admin |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
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Herr
Frau
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Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Ned Davis Research, Inc. (Investment Management)
Ned Davis Research, Inc. (Investment Management) Investment ManagersFinance Founded by Ned Davis in 1980, Ned Davis Research, Inc. (NDR) is an independent institutional investment research firm and registered investment advisor located in Venice, Florida. The firm is a subsidiary of Euromoney Institutional Investor Holdings, Inc., an indirect wholly-owned subsidiary of Euromoney Institutional Investor PLC. NDR produces and publishes independent financial research and offers customized research services (i.e., investment advisory services). The firm markets the research primarily to registered investment advisors, brokerage firms, asset management firms, and other types of corporations. They also market to pension and profit-sharing plans. | Finance |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Finance |
Ned Davis Research, Inc.
Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines. | Finance |
