Profile
Prior to joining Rice Hall James in December 2007, Ms. Jacobsen was with CapitalWorks as an Analyst.
Ms. Jacobsen completed her Masters of Business Administration degree with a concentration in Finance at the University of Texas in Austin.
Before returning to school, Ms. Jacobsen worked at Luther King Capital Management first as an equity trader, then as the household products research analyst, and finally as the consumer staples and small cap retail research analyst.
Ms. Jacobsen also earned the CFA designation in 2002.
In 1999, she graduated Magna Cum Laude with degrees in both Accounting and in Finance at Texas Christian University in Fort Worth, Texas.
Ms. Jacobsen has been in the investment industry since 1999.
Former positions of Tina Cruz-Jacobsen
Companies | Position | End |
---|---|---|
Harlingwood Capital Management
Harlingwood Capital Management Investment ManagersFinance Founded in 1998, Harlingwood Capital Management, formerly CapitalWorks Investment Partners LLC, is a hedge fund manager located in San Diego, California. They are a subsidiary of Berkeley Capital Management LLC | Analyst-Equity | 30/11/2007 |
Rice, Hall, James & Associates LLC
Rice, Hall, James & Associates LLC Investment ManagersFinance Rice, Hall, James & Associates LLC (Rice Hall James) is an independent, SEC-registered investment advisor headquartered in San Diego, California. Founded in 1974, Rice Hall James manages assets for public and corporate pension funds, Taft-Hartley pension plans, foundations, endowments, financial institutions and high-net-worth individuals, throughout multiple market cycles and in various environments. | Analyst-Equity | - |
Perry Capital LLC
Perry Capital LLC Financial ConglomeratesFinance Perry Capital LLC operates hedge funds. The firm provides its services to pooled investment vehicles. It invests in the public equity, debt, real estate, private equity, and hedging markets. The company was founded by Richard Cayne Perry and Paul Adam Leff in 1988 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Luther King Capital Management Corp.
Luther King Capital Management Corp. Investment ManagersFinance Luther King Capital Management Corp. (LKCM) is the investment advisory firm headquartered in Fort Worth, Texas and has additional offices in Austin, San Antonio, and Dallas. The firm was founded in 1979 by J. Luther King, Jr. and is a subsidiary of Southwest JLK Corp. LKCM provides investment advisory services to separately managed portfolios for individuals, trusts, estates, charitable organizations, government entities, corporations and other business entities, foundations, endowments, pension and profit-sharing plans, registered investment companies, and private investment partnership as well as to the LKCM Funds. | Analyst-Equity | - |
Training of Tina Cruz-Jacobsen
The University of Texas at Austin | Masters Business Admin |
Texas Christian University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Harlingwood Capital Management
Harlingwood Capital Management Investment ManagersFinance Founded in 1998, Harlingwood Capital Management, formerly CapitalWorks Investment Partners LLC, is a hedge fund manager located in San Diego, California. They are a subsidiary of Berkeley Capital Management LLC | Finance |
Luther King Capital Management Corp.
Luther King Capital Management Corp. Investment ManagersFinance Luther King Capital Management Corp. (LKCM) is the investment advisory firm headquartered in Fort Worth, Texas and has additional offices in Austin, San Antonio, and Dallas. The firm was founded in 1979 by J. Luther King, Jr. and is a subsidiary of Southwest JLK Corp. LKCM provides investment advisory services to separately managed portfolios for individuals, trusts, estates, charitable organizations, government entities, corporations and other business entities, foundations, endowments, pension and profit-sharing plans, registered investment companies, and private investment partnership as well as to the LKCM Funds. | Finance |
Perry Capital LLC
Perry Capital LLC Financial ConglomeratesFinance Perry Capital LLC operates hedge funds. The firm provides its services to pooled investment vehicles. It invests in the public equity, debt, real estate, private equity, and hedging markets. The company was founded by Richard Cayne Perry and Paul Adam Leff in 1988 and is headquartered in New York, NY. | Finance |
Rice, Hall, James & Associates LLC
Rice, Hall, James & Associates LLC Investment ManagersFinance Rice, Hall, James & Associates LLC (Rice Hall James) is an independent, SEC-registered investment advisor headquartered in San Diego, California. Founded in 1974, Rice Hall James manages assets for public and corporate pension funds, Taft-Hartley pension plans, foundations, endowments, financial institutions and high-net-worth individuals, throughout multiple market cycles and in various environments. | Finance |
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