Jacob Stoiber

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Finance

Consumer Services

Profile

Jacob Stoiber worked as an Investment Analyst at The Connable Office, Inc. from 2015 to 2018.
He then worked as an Investment Associate at Evercore Wealth Management LLC from 2018 to 2021.
Mr. Stoiber completed his undergraduate degree at the University of Illinois in 2015 and his graduate degree in 2014.

Former positions of Jacob Stoiber

Companies	Position	End
The Connable Office, Inc. The Connable Office, Inc. Investment ManagersFinance The Connable Office customizes investment plans for each client family, designing portfolios based on their unique goals, objectives, risk tolerance, financial planning, and tax considerations. Their investment portfolios employ a long-term, strategic focus with a global perspective, diversified across asset classes and investment opportunities.	Corporate Officer/Principal	01/01/2018
Evercore Wealth Management LLC Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses.	Analyst-Fixed Income	-

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Private companies	3
The Connable Office, Inc. The Connable Office, Inc. Investment ManagersFinance The Connable Office customizes investment plans for each client family, designing portfolios based on their unique goals, objectives, risk tolerance, financial planning, and tax considerations. Their investment portfolios employ a long-term, strategic focus with a global perspective, diversified across asset classes and investment opportunities.	Finance
University of Illinois University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Evercore Wealth Management LLC Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses.	Finance