Dr. Jacob Gottlieb, MD, CFA, PRMIA is a man of varied and distinct talents. Jacob Gottlieb earned his Bachelor of Arts degree in economics from Brown University in Providence, Rhode Island. Additionally, he was awarded his CFA (Chartered Financial Analyst) in 2001 by the Association for Investment Management and Research.
Interestingly, Dr. Gottlieb earned his M.D. (Doctor of Medicine) from New York University Medical School in the heart of New York City. Not only did Gottlieb complete the program, he also graduated magna cum laude and went on to complete a successful internship in internal medicine at St. Vincent’s Hospital.
Despite a career seemingly on track to produce a highly trained doctor, Jacob Gottlieb simply couldn’t shake his fascination with the stock market. Perhaps his fascination with both fields stemmed from his mother being a respected pediatrician while his father was a professor of economics. Jacob founded a company in 2005 known as Visium Asset Management, LLC where he assumed the positions of Chief Investment Officer and Managing Partner. Jacob Gottlieb has experience as a founding member of Balyansy Asset Management, L.P. (BAM) previous to the opening of Visium Asset Management, LLC. Before either of these companies, Gottlieb was a buy-side analyst at Sanford C. Bernstein & Co., LLC and thrived as an investment portfolio manager at Merlin Financial in London, England.
In addition to his respectable educational pursuits and his success in the financial realm, Jacob Gottlieb is an individual who is dedicated to the assistance of those less fortunate. He works with a variety of charities, some of which include a poverty-fighting charity based in New York City, the nonprofit Covenant House which seeks to aid homeless children in finding food, safety, crisis care, and housing, as well as other organizations such as Math for America.
Robin Hood is the poverty-fighting charity and it is a bit unique in that their Board of Directors underwrite all program operational costs, thus providing an opportunity for every portion of the donated dollar to truly benefit the organization. Robin Hood has many financially astute individuals as part of their team so they are able to intricately analyze potential programs for the best chance at success, assist flailing programs, and generally offer the leadership training and financial experience in partnership with the new programs to offer the highest chances of success.