Profiel
Mr. Daniel B.
Jacob is a Relationship Manager at Beaumont Financial Partners LLC.
He works closely with clients developing and implementing wealth management strategies.
Mr. Jacob entered the financial services business in 1995 as a Financial Consultant with Fidelity Investments’ Private Wealth Management Group.
He earned a BBA (cum laude) in Finance and Operations Management from the Isenberg School of Management at the University of Massachusetts at Amherst, and holds his FINRA Series 65 securities license.
Eerdere bekende functies van Dan Jacob
| Bedrijven | Functie | Einde |
|---|---|---|
Beaumont Financial Partners LLC
 Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. | Analyst-Equity | - |
| Fidelity Investments (New York) | Corporate Officer/Principal | - |
Opleiding van Dan Jacob
| University of Massachusetts | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
Man
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Beaumont Financial Partners LLC
Beaumont Financial Partners LLC Investment ManagersFinance Beaumont Financial Partners LLC (Beaumont) is an investment management firm headquartered in Needham, Massachusetts. The firm was founded in 1999 and their predecessor firm, Beaumont Trust Associates, became a registered investment adviser in 1981. They were acquired by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2022. Beaumont offers a comprehensive range of wealth management and family office services to affluent individuals and families, small businesses, and select institutions. | Finance |
| Fidelity Investments (New York) |
