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 | 01/01/2005 | 31/03/2023 |
| Trading-Equity | 01/01/2005 | 31/03/2023 | |
| Portfolio Manager-Equities | 01/01/2005 | 31/03/2023 |
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 |
- Stock Market
- Insiders
- Brian Jacobs
- Experience
