Profile
Mr. Brian Jacobs is a Head of Client Portfolio Management at PGIM Custom Harvest LLC.
He was previously the president of Direxion ETFs and the CEO of the Hatteras Alternative Funds.
Additionally, he led distribution organizations at Eaton Vance and Allianz/PIMCO, which raised over $200 billion in AUM during his tenure.
He received a B.A.
in economics from Montclair State University.
Brian Jacobs active positions
Companies | Position | Start |
---|---|---|
PGIM Custom Harvest LLC
PGIM Custom Harvest LLC Investment ManagersFinance PGIM Custom Harvest LLC is a SEC-registered investment advisor headquartered in Newark, New Jersey. It was founded by Robert Holderith in 2017 as Green Harvest Asset Management LLC and became PGIM Custom Harvest LLC in 2021. The firm is a subsidiary of PIFM Holdco LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM Custom Harvest provides broad index exposure and tax-loss harvesting (TLH) investment advisory services to high net-worth individuals, corporations/other businesses, registered investment advisers and other financial intermediaries such as broker-dealers. | Founder | 01/05/2017 |
Training of Brian Jacobs
Montclair State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
---|---|
PGIM Custom Harvest LLC
PGIM Custom Harvest LLC Investment ManagersFinance PGIM Custom Harvest LLC is a SEC-registered investment advisor headquartered in Newark, New Jersey. It was founded by Robert Holderith in 2017 as Green Harvest Asset Management LLC and became PGIM Custom Harvest LLC in 2021. The firm is a subsidiary of PIFM Holdco LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM Custom Harvest provides broad index exposure and tax-loss harvesting (TLH) investment advisory services to high net-worth individuals, corporations/other businesses, registered investment advisers and other financial intermediaries such as broker-dealers. | Finance |
- Stock Market
- Insiders
- Brian Jacobs