Ken Jacob Email & Phone Number

New York, Ny, Us

Princeton, Nj

Senior product strategist responsible for~$180 billion AUM platform providing a link between the municipal bond investment teams and client groups, supporting existing strategies and raising capital for newly launched open-end and closed-end funds, separate accounts and active ETFs. Play a lead role in product development, capital raises, developing marketing materials and delivering road show presentations.Provide feedback to the portfolio management and product management teams on investor sentiment and trends along with detailed insight on competitor performance and positioning.Present at industry events covering municipal markets, trends, overview and outlook.Member of the Municipal Bond Management Committee which is a group of senior leaders responsible for overseeing the Municipal Bond business.Led, motivated and trained a team of product strategists responsible for developing the municipal business.

Jersey City, Nj

Managed a team responsible for delivering fixed income, separately managed accounts, and ETF platforms to a network of Registered Investment Advisors across the country. Regularly presented at industry events discussing fixed income markets and industry trends.Lead a team developing strategic direction for newly merged Ameritrade/TD Waterhouse with specific focus on the fixed income and separate account platforms.

Managed a team of internal sales specialists responsible for marketing and support of mutual funds and separate accounts to Merrill Lynch financial advisors.Met frequently with end clients to assess investment needs, risk tolerance, and investment objectives to help develop customized financial plans in partnership with financial advisors.