Anthony Jacoby, Cfa
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Anthony Jacoby, Cfa Email & Phone Number

Portfolio Manager at Shelton Capital Management at Shelton Capital Management
Location: Denver, Colorado, United States 5 work roles 2 schools
1 work email found @sheltoncap.com 3 phones found area 720, 303, and 631 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email a****@sheltoncap.com
Direct phone (720) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Shelton Capital Management
Role
Portfolio Manager at Shelton Capital Management
Location
Denver, Colorado, United States
Company size
34 employees

Who is Anthony Jacoby, Cfa? Overview

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Quick answer

Anthony Jacoby, Cfa is listed as Portfolio Manager at Shelton Capital Management at Shelton Capital Management, a company with 34 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at sheltoncap.com, phone signal with area code 720, 303, 631, and a matched LinkedIn profile for Anthony Jacoby, Cfa.

Anthony Jacoby, Cfa previously worked as Quantitative Analyst at Shelton Capital Management and Portfolio Manager at Shelton Capital Management. Anthony Jacoby, Cfa holds Economics Quantitative Emphasis, Economics And Applied Mathematics from University Of Colorado At Boulder.

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Email format at Shelton Capital Management

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*@sheltoncap.com
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AeroLeads found 1 current-domain work email signal for Anthony Jacoby, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Anthony Jacoby, Cfa

Anthony Jacoby, Cfa is a Portfolio Manager at Shelton Capital Management at Shelton Capital Management. He possess expertise in data analysis, microsoft excel, applied mathematics, technical writing, self starter and 26 more skills.

Listed skills include Data Analysis, Microsoft Excel, Applied Mathematics, Technical Writing, and 27 others.

Current workplace

Anthony Jacoby, Cfa's current company

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Shelton Capital Management
Shelton Capital Management
Portfolio Manager at Shelton Capital Management
denver, colorado, united states
Website
sheltoncap.com
Employees
34
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Company profile
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5 roles

Anthony Jacoby, Cfa work experience

A career timeline built from the work history available for this profile.

Otc Derivatives And Securities Analysis

Brown Brothers Harriman
  • Senior Derivatives & Securities Analyst * 2015 - PresentSecurities analysis and fund accounting for OppenheimerFunds swaps and municipal bond funds.
  • Initiated a firm wide business development plan for spreadsheet risk management which solved an ongoing high-level client concern about data integrity.
  • Repurposed an existing Excel macro to programmatically write VBA code into workbooks, bringing team spreadsheets into line with data integrity policies.
  • Calculate and confirm… Show more Senior Derivatives & Securities Analyst * 2015 - PresentSecurities analysis and fund accounting for OppenheimerFunds swaps and municipal bond funds.
  • Calculate and confirm swap coupons with institutional brokers using Bloomberg terminal to confirm asset prices and benchmark rates.
  • Instruct bookings and interest adjustments to accounting for swaps and municipal bonds.
May 2013 - Nov 2017

Regional Buyer/Trader

Poor Boy Trading
  • Forecasted prices, schedules, resource allocations, and transportation requirements for over 5,000,000 pounds of commodities while supervising a small team of buyers.
  • Identified price and supply trends based on regional characteristics and seasonal cycles.
  • Developed trusted relationships with suppliers and industry insiders, gaining insight on regional price trends to help anticipate future market prices.
  • Led international expansion project into Australia and New Zealand… Show more
  • Led international expansion project into Australia and New Zealand, reporting financial and logistical analysis back to the New Jersey on a weekly basis.
  • Regularly conducted status meetings to evaluate progress of team members, address their questions and concerns, and reassign responsibilities as necessary. Show less
Aug 2010 - Jan 2013
Team & coworkers

Colleagues at Shelton Capital Management

Other employees you can reach at sheltoncap.com. View company contacts for 34 employees →

AR Andrea Reidle Andrea Reidle Colleague at Shelton Capital Management Queen Creek, Arizona, United States, United States View → CS Candice Santana-Hudson, Des (Digital Event Strategist) Candice Santana-Hudson, Des (Digital Event Strategist) Colleague at Shelton Capital Management Westminster, Colorado, United States, United States View → MP Max Peters Max Peters Colleague at Shelton Capital Management Denver, Colorado, United States, United States View → FY Francisco Yepez Francisco Yepez Colleague at Shelton Capital Management Denver, Colorado, United States, United States View → PR Paul Rapponotti Paul Rapponotti Colleague at Shelton Capital Management St Louis, Missouri, United States, United States View → RC Renee Calvanese Renee Calvanese Colleague at Shelton Capital Management Denver, Colorado, United States, United States View → GP Greg Pusch Greg Pusch Colleague at Shelton Capital Management Denver Metropolitan Area, United States View → AH Alyssa Haskel Alyssa Haskel Colleague at Shelton Capital Management Denver Metropolitan Area, United States View → AM Ashlyn Mieczakowski Ashlyn Mieczakowski Colleague at Shelton Capital Management Shelton, Connecticut, United States, United States View → JM Jeff Medina Jeff Medina Colleague at Shelton Capital Management Greenwich, Connecticut, United States, United States View →
2 education records

Anthony Jacoby, Cfa education

FAQ

Frequently asked questions about Anthony Jacoby, Cfa

Quick answers generated from the profile data available on this page.

What company does Anthony Jacoby, Cfa work for?

Anthony Jacoby, Cfa works for Shelton Capital Management.

What is Anthony Jacoby, Cfa's role at Shelton Capital Management?

Anthony Jacoby, Cfa is listed as Portfolio Manager at Shelton Capital Management at Shelton Capital Management.

What is Anthony Jacoby, Cfa's email address?

AeroLeads has found 1 work email signal at @sheltoncap.com for Anthony Jacoby, Cfa at Shelton Capital Management.

What is Anthony Jacoby, Cfa's phone number?

AeroLeads has found 3 phone signal(s) with area code 720, 303, 631 for Anthony Jacoby, Cfa at Shelton Capital Management.

Where is Anthony Jacoby, Cfa based?

Anthony Jacoby, Cfa is based in Denver, Colorado, United States while working with Shelton Capital Management.

What companies has Anthony Jacoby, Cfa worked for?

Anthony Jacoby, Cfa has worked for Shelton Capital Management, Brown Brothers Harriman, and Poor Boy Trading.

Who are Anthony Jacoby, Cfa's colleagues at Shelton Capital Management?

Anthony Jacoby, Cfa's colleagues at Shelton Capital Management include Andrea Reidle, Candice Santana-Hudson, Des (Digital Event Strategist), Max Peters, Francisco Yepez, and Paul Rapponotti.

How can I contact Anthony Jacoby, Cfa?

You can use AeroLeads to view verified contact signals for Anthony Jacoby, Cfa at Shelton Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Anthony Jacoby, Cfa attend?

Anthony Jacoby, Cfa holds Economics Quantitative Emphasis, Economics And Applied Mathematics from University Of Colorado At Boulder.

What skills is Anthony Jacoby, Cfa known for?

Anthony Jacoby, Cfa is listed with skills including Data Analysis, Microsoft Excel, Applied Mathematics, Technical Writing, Self Starter, Finance, Analysis, and Access.

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