Jacob Fox

Jacob Fox Email and Phone Number

Executive Director, Investment Specialist @ J.P. Morgan Private Bank
Chicago, IL, US
Jacob Fox's Location
Greater Chicago Area, United States, United States
About Jacob Fox

Jacob Fox is an Executive Director and Investment Specialist in the Chicago office of J.P. Morgan Private Bank. Jacob serves some of the most successful individuals and families in the Greater Midwest area, designing customized strategies that drive growth and legacy ambitions. He brings a comprehensive outlook to oversee complex balance sheets so that his clients may focus on their top priorities.Jacob views his role as an outsourced CIO to help navigate the uncertainty of financial choices—asset allocation, manager selection, short-term tactical trades and long-term thematic approaches. He serves as each client’s point person to the investment offerings of J.P. Morgan, leveraging the firm’s best thinking across all public and private asset classes. For family offices and experienced investors, he serves as an extension of their advisory team, consulting on high conviction ideas, private placements or to work through sophisticated challenges. His innate gift as a storyteller enables him to impart effective and personalized guidance that facilitate an open exchange of synergistic opportunities. With an award-winning career that spans nearly two decades, Jacob is highly skilled in traditional and alternative investments, discretionary portfolio management, held-away assets, hedging strategies and private equity. Most recently, he was a Director and the Head of Investment Sales with Deutsche Bank for the firm’s Central & West regions. Previously, Jacob spent many years in senior leadership roles with Northern Trust Wealth Management. He joined J.P. Morgan to couple the strength of his differentiated capabilities with the global financial resources of an industry leader.Jacob earned a B.S. in Finance from the Eli Broad College of Business at Michigan State University. While in school, he interned with Morgan Stanley, which brought him to Chicago and ignited his passion for high-net-worth investment management.

Jacob Fox's Current Company Details
J.P. Morgan Private Bank

J.P. Morgan Private Bank

View
Executive Director, Investment Specialist
Chicago, IL, US
Website:
jpmorgan.com
Employees:
75129
Jacob Fox Work Experience Details
  • J.P. Morgan Private Bank
    Executive Director, Investment Specialist
    J.P. Morgan Private Bank
    Chicago, Il, Us
  • J.P. Morgan Private Bank
    Executive Director, Investment Specialist
    J.P. Morgan Private Bank Jul 2021 - Present
    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.
  • Deutsche Bank
    Director - Head Of Investment Sales U.S. Central & West Regions
    Deutsche Bank Aug 2020 - Jun 2021
    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.
  • Deutsche Bank
    Director - Senior Investment Manager For Central & Southeast Regions
    Deutsche Bank Nov 2018 - Aug 2020
    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.
  • Northern Trust Wealth Management
    Senior Investment Officer - Senior Vice President
    Northern Trust Wealth Management Jan 2018 - Oct 2018
    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.
  • Northern Trust Wealth Management
    Senior Portfolio Manager - Ultra High Net Worth Team
    Northern Trust Wealth Management Mar 2014 - Dec 2017
    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.
  • Northern Trust Wealth Management
    Regional Director Of Goals Driven Investing & Senior Portfolio Manager, Vice President
    Northern Trust Wealth Management Jan 2013 - Mar 2014
    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
  • Northern Trust Wealth Management
    Portfolio Manager
    Northern Trust Wealth Management Jul 2007 - Dec 2012
    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.).
  • Northern Trust Asset Management
    Investment Associate
    Northern Trust Asset Management Jun 2005 - Jul 2007
    Chicago, Illinois , Us
    Assisted Sr. Portfolio Managers with all aspects of relationships in the Private Client Services / Wealth Management Group.
  • Northern Trust Corporation
    Portfolio Accounting Analyst
    Northern Trust Corporation Dec 2003 - May 2005
    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.

Jacob Fox Skills

Asset Allocation Portfolio Management Wealth Management Investments Equities Alternative Investments Asset Management Mutual Funds Fixed Income Investment Strategies Hedge Funds Financial Services High Net Worth Individuals Valuation Investment Management Private Equity Financial Markets Investment Advisory Economics Financial Analysis Securities Bloomberg Etfs Wealth Management Services Financial Modeling Cash Flow Management Morningstar Fund Of Funds Institutional Investments Commodity Asset Managment Equity Research Bonds Strategic Financial Planning Risk Management Bloomberg Terminal

Jacob Fox Education Details

  • Michigan State University - Eli Broad College Of Business
    Michigan State University - Eli Broad College Of Business
    Finance
  • Nouvel Catholic Central
    Nouvel Catholic Central

Frequently Asked Questions about Jacob Fox

What company does Jacob Fox work for?

Jacob Fox works for J.p. Morgan Private Bank

What is Jacob Fox's role at the current company?

Jacob Fox's current role is Executive Director, Investment Specialist.

What is Jacob Fox's email address?

Jacob Fox's email address is jacob.fox@db.com

What is Jacob Fox's direct phone number?

Jacob Fox's direct phone number is +198979*****

What schools did Jacob Fox attend?

Jacob Fox attended Michigan State University - Eli Broad College Of Business, Nouvel Catholic Central.

What are some of Jacob Fox's interests?

Jacob Fox has interest in Politics, Education, Economic Empowerment.

What skills is Jacob Fox known for?

Jacob Fox has skills like Asset Allocation, Portfolio Management, Wealth Management, Investments, Equities, Alternative Investments, Asset Management, Mutual Funds, Fixed Income, Investment Strategies, Hedge Funds, Financial Services.

Who are Jacob Fox's colleagues?

Jacob Fox's colleagues are Shibu Anthony, Mark Bloomfield, Gina Filangeri, Stefan Herzog, Emre Uruz, Patrick Wallace, Cfa, Nicola Ashton.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.