Phillip Jacoby

Chief Investment Officer at

Spectrum Asset Management, Inc.

Finance

Consumer Services

Profile

Lewis Phillip Jacoby is currently Chief Investment Officer at Spectrum Asset Management, Inc., a position held since 1995.
Former roles include Senior Investment Officer at USL Capital Corp., Principal at The Northern Trust Co., and Vice President at E.F.
Hutton & Co., Inc. Education includes an undergraduate degree from Questrom School of Business.

Phillip Jacoby active positions

Companies	Position	Start
Spectrum Asset Management, Inc. Spectrum Asset Management, Inc. Investment ManagersFinance Spectrum seeks to provide superior investment returns to investors in preferred and capital securities by employing a long-term, actively managed and diversified portfolio approach; emphasizing fundamental, qualitative and quantitative credit analyses to company and credit selection and relative value analysis to the individual security and sector selection; and taking advantage of the inefficiencies found in the various primary sectors of preferred and capital securities and junior subordinated debt securities. The firm utilizes a bottom-up investment process.	Chief Investment Officer	1994-12-31

All active positions of Phillip Jacoby

Former positions of Phillip Jacoby

Companies	Position	End
USL Capital Corp. USL Capital Corp. Investment ManagersFinance Manages portfolios of commercial leases	Corporate Officer/Principal	1994-12-30
The Northern Trust Co. The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services	Corporate Officer/Principal	-
E.F. Hutton & Co., Inc. E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services	Corporate Officer/Principal	-

See the detail of Phillip Jacoby's experience

Training of Phillip Jacoby

Experiences
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Private companies

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Linked companies

Private companies	5
USL Capital Corp. USL Capital Corp. Investment ManagersFinance Manages portfolios of commercial leases	Finance
Spectrum Asset Management, Inc. Spectrum Asset Management, Inc. Investment ManagersFinance Spectrum seeks to provide superior investment returns to investors in preferred and capital securities by employing a long-term, actively managed and diversified portfolio approach; emphasizing fundamental, qualitative and quantitative credit analyses to company and credit selection and relative value analysis to the individual security and sector selection; and taking advantage of the inefficiencies found in the various primary sectors of preferred and capital securities and junior subordinated debt securities. The firm utilizes a bottom-up investment process.	Finance
The Northern Trust Co. The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services	Finance
E.F. Hutton & Co., Inc. E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Provides investment and financial services	Finance
Questrom School of Business Questrom School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services