Jacob Fox Email & Phone Number

Chicago, Il, Us

J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM).INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEOpinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.

Frankfurt Am Main, Hessen, De

In addition to serving as a Senior Investment Manager for both UHNW individuals and Family Offices, I also oversaw and managed the investment partners in our LA, San Francisco, Chicago and Miami offices.

Frankfurt Am Main, Hessen, De

Jacob provided a single point of contact for clients to access the entire suite of investment insights and solutions by Deutsche Bank’s Wealth Management Chief Investment Office including advice around long-term thematic investment opportunities, short-term tactical trades, strategic asset allocation, location and manager selection. Jacob’s team employed a wide range of asset classes and capabilities, including discretionary portfolio management, capital markets, private markets (direct/bespoke investments) as well as alternative investments in hedge and private equity funds.

Chicago, Il, Us

As a Senior Investment Officer, I oversee a team of 10 investment partners managing a collective book of over $5 billion in AUM. My responsibilities include investment compliance oversight, driving the adoption of investment best practices and how to effectively deliver holistic Goals Driven Wealth Management for clients. In addition to my management responsibilities, I continue to serve as a Senior Portfolio Manager for our team focusing on investment management for high net worth individuals/families throughout the United States.

Chicago, Il, Us

- Advise and/or coordinate investment activities across a client base of complex ultra-high net worth clients (AUM = $6 billion, Avg size client = $100 million).- Maintain consultative relationship providing advice on entire portfolio program (asset allocation, manager selection and due diligence) including held away assets where Northern Trust does not have investment discretion.- Heavily involved in the sales process for ultra-high net worth advisory prospects, including sourcing, active calling and solutions development.- Provide comprehensive and factor based portfolio/manager analytics and reporting on both traditional and alternative strategies.- Develop recommend and direct the execution of programs designed to achieve the financial goals for clients within the framework of Northern's Life Driven Wealth Management as well as our Investment Policy Committee guidance.- Maintain extensive contact with personal trust and wealth advisors, clients, co-trustees, consultants, CPAs and outside attorneys to ensure communication of investment requirements and to coordinate portfolio activity.

Chicago, Il, Us

- Regional Director for Northern Trust's Goals Driven Investing program- Sr. Portfolio Manager, managing investment relationships for high net worth individuals, foundations and trusts within Northern Trust's Wealth Management divisionRegional Director of Goals Driven Investing:- Serve as a subject matter expert in Northern Trust's Goals Driven Investing philosophy, process and proprietary software- Assist in developing best practices for Goals Driven Investing platform and software- Assist in change management and training for internal partners adopting Goals Driven Investing- Serve as a subject matter expert by presenting Northern Trust's Goals Driven Investing process and software to existing and prospective clients, as well as centers of influence (attorneys, CPAs, etc)Sr. Portfolio Manager:- Manage discretionary investment portfolios for high net worth individuals, foundations and trusts within Northern Trust's Wealth Management division- Work with clients to develop and implement custom investment portfolios based on their unique goals and asset structure- Maintain frequent contact with clients to discuss economic and financial market conditions, as well as current investment policy recommendations- Serve as both portfolio manager and lead relationship manager on the majority of client relationships - Also work closely with Trust Administration and Private Banking groups- Present Northern Trust's investment philosophy, process, and investment solutions in new business meetings to prospective clients

Chicago, Il, Us

Manage both fiduciary & discretionary portfolios for high net-worth individuals & families in Private Client Services/Wealth Management Group. Portfolio management responsibilities include asset allocation, location, cash flow management, stock selection for managed equities (primarily Large Cap) and utilization of both Northern’s proprietary & open architecture platform for exposure to satellite asset classes (Mid Cap, Small Cap, International, Real Estate, Commodities, PE, Hedge, etc.).

Chicago, Illinois , Us

Assisted Sr. Portfolio Managers with all aspects of relationships in the Private Client Services / Wealth Management Group.

Chicago, Illinois, Us

Performed daily audit and valuation for a number of Northern's large corporate client's 401k and Pension Plans. Developed a deep understanding of institutional investment programs and financial accounting.

Bachelors Degree, Finance

Education record