Profile
Brian Jacobs was the founder of PGIM Custom Harvest LLC, founded in 2017, and held the title of Head of Client Portfolio Management from 2021 to 2025.
Mr. Jacobs attended Montclair State University and completed an undergraduate degree.
Former positions of Brian Jacobs
| Companies | Position | End |
|---|---|---|
PGIM Custom Harvest LLC
PGIM Custom Harvest LLC Investment ManagersFinance PGIM Custom Harvest specializes in creating and managing portfolios invested across asset classes, indices and custom models while seeking to maximize after-tax returns using capital loss harvesting strategies. | Founder | 2025-04-30 |
Training of Brian Jacobs
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Montclair State University
Montclair State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
PGIM Custom Harvest LLC
PGIM Custom Harvest LLC Investment ManagersFinance PGIM Custom Harvest specializes in creating and managing portfolios invested across asset classes, indices and custom models while seeking to maximize after-tax returns using capital loss harvesting strategies. | Finance |
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