![Navin Jacob](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>)
Navin Jacob
Chief Investment Officer at
DRI Healthcare
Net worth: 4 M $ as of 2026-06-29
Profile
Navin Jacob currently works at DRI Healthcare, as EVP, Investments & CIO from 2023.
Mr. Jacob also formerly worked at Bear, Stearns & Co., Inc., as Research Analyst from 2007 to 2008, Pfizer Inc., as Finance Manager, Deutsche Bank Securities, Inc., as Research Analyst from 2017 to 2018, Deutsche Bank Securities, Inc., as Research Associate, UBS Securities LLC, as Analyst from 2018 to 2021, Piper Sandler & Co. (Broker), as Research Associate from 2006 to 2007, JPMorgan Securities LLC, as Research Analyst, International Strategy & Investment Group LLC, as Analyst from 2010 to 2011, HealthCor Management LP, as Healthcare Analyst from 2013 to 2016, Surveyor Capital Ltd., as Analyst from 2011 to 2013, and DRI Healthcare Trust, as Chief Investment Officer & EVP-Investments.
Mr. Jacob received his undergraduate degree in 2000 from Cornell University.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
DRI HEALTHCARE TRUST 0.57% | 2025-06-14 | 315,510 ( 0.57% ) | 4 M $ | 2026-06-29 |
Navin Jacob active positions
| Companies | Position | Start |
|---|---|---|
DRI Healthcare
 DRI Healthcare Investment ManagersFinance DRI Healthcare invests in royalty interests in leading pharmaceutical and biotechnology companies, research institutions, universities and inventors. | Chief Investment Officer | 2023-04-30 |
Former positions of Navin Jacob
| Companies | Position | End |
|---|---|---|
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2021-07-31 |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2018-04-30 |
HealthCor Management LP
 HealthCor Management LP Investment ManagersFinance HealthCor focuses principally on the global healthcare and life sciences industry. The firm seeks to achieve superior risk-adjusted returns primarily through investments in equity and equity-related instruments where they use a fundamental bottom-up research driven approach to stock selection across the major sub-sectors of healthcare and life sciences including pharmaceuticals, MedTech, biotech and services. | Analyst-Equity | 2016-11-30 |
Surveyor Capital Ltd.
 Surveyor Capital Ltd. Investment Trusts/Mutual FundsMiscellaneous Surveyor Capital is a global, multi-manager equities strategy and is one of Citadel’s three fundamental equities businesses. Their sector-aligned investment teams conduct deep fundamental research, developing an independent view on the companies they cover. They are specialists in their industries and experts in their coverage, building trusted relationships with many corporate management teams. The firm's investment teams leverage Citadel’s proprietary, market-neutral risk framework with the aim of building portfolios that minimize broad market exposures. Using this insight, they act on their investment theses and scale their risk-taking with confidence. | Analyst-Equity | 2013-07-31 |
International Strategy & Investment Group LLC
 International Strategy & Investment Group LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2011-08-01 |
Training of Navin Jacob
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
97
1st degree connections
12
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 12 |
|---|---|
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services | Finance |
Pfizer Inc.
 Pfizer Inc. Pharmaceuticals: MajorHealth Technology Engages in discovery, development, manufacturing, marketing, sale and distribution of biopharmaceutical products & ingredients | Health Technology |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
DRI Healthcare
DRI Healthcare Investment ManagersFinance DRI Healthcare invests in royalty interests in leading pharmaceutical and biotechnology companies, research institutions, universities and inventors. | Finance |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
International Strategy & Investment Group LLC
International Strategy & Investment Group LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
HealthCor Management LP
HealthCor Management LP Investment ManagersFinance HealthCor focuses principally on the global healthcare and life sciences industry. The firm seeks to achieve superior risk-adjusted returns primarily through investments in equity and equity-related instruments where they use a fundamental bottom-up research driven approach to stock selection across the major sub-sectors of healthcare and life sciences including pharmaceuticals, MedTech, biotech and services. | Finance |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Surveyor Capital Ltd.
Surveyor Capital Ltd. Investment Trusts/Mutual FundsMiscellaneous Surveyor Capital is a global, multi-manager equities strategy and is one of Citadel’s three fundamental equities businesses. Their sector-aligned investment teams conduct deep fundamental research, developing an independent view on the companies they cover. They are specialists in their industries and experts in their coverage, building trusted relationships with many corporate management teams. The firm's investment teams leverage Citadel’s proprietary, market-neutral risk framework with the aim of building portfolios that minimize broad market exposures. Using this insight, they act on their investment theses and scale their risk-taking with confidence. | Miscellaneous |
DRI Healthcare Trust
 DRI Healthcare Trust Investment Trusts/Mutual FundsMiscellaneous Operates as a royalty trust | Miscellaneous |
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