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Career history of Brian Jacobs
Former positions of Brian Jacobs
Companies | Position | Start | End |
---|---|---|---|
Radnor Financial Advisors LLC
![]() Radnor Financial Advisors LLC Investment ManagersFinance Radnor Financial Advisors LLC is a registered investment adviser and wealth management firm headquartered in Wayne, Pennsylvania. Founded in 1989, the firm was acquired in 2021 by CI Financial Corp. (TSX: CIX; NYSE: CIXX), a Canadian wealth management company. Radnor Financial Advisors offers financial planning and investment management services to individuals, high-net worth individuals, trusts and estates in the greater Philadelphia area including Wayne, Main Line, Lower Merion, Radnor, Gladwyne, Bryn Mawr, King of Prussia, and other areas of Pennsylvania, as well as across the US. | Analyst-Equity | 2004-12-31 | 2023-03-30 |
Trading-Equity | 2004-12-31 | 2023-03-30 | |
Portfolio Manager-Equities | 2004-12-31 | 2023-03-30 |
Training of Brian Jacobs
The Wharton School of the University of Pennsylvania | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Analyst-Equity | 1 |
Trading-Equity | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
---|---|
Radnor Financial Advisors LLC
![]() Radnor Financial Advisors LLC Investment ManagersFinance Radnor Financial Advisors LLC is a registered investment adviser and wealth management firm headquartered in Wayne, Pennsylvania. Founded in 1989, the firm was acquired in 2021 by CI Financial Corp. (TSX: CIX; NYSE: CIXX), a Canadian wealth management company. Radnor Financial Advisors offers financial planning and investment management services to individuals, high-net worth individuals, trusts and estates in the greater Philadelphia area including Wayne, Main Line, Lower Merion, Radnor, Gladwyne, Bryn Mawr, King of Prussia, and other areas of Pennsylvania, as well as across the US. | Finance |
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