![Alan P. Jacobs](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Jacobs has been involved in institutional sales, trading, prime brokerage, and equity research for professional investors for over 35 years.
He spent most of his career with Newberger Loeb, and Neuberger Berman in New York.
Ten years ago he relocated to Florida and was a founding partner of Avalon Research Group.
In 2000, he and Mr. Chaiklin formed the Boca Institutional Research Group.
Former positions of Alan P. Jacobs
| Companies | Position | End |
|---|---|---|
J. Giordano Securities Group, Inc.
 J. Giordano Securities Group, Inc. Investment Banks/BrokersFinance Provides brokerage services | Institutional Sales | 01/01/2008 |
HD Brous & Co., Inc.
 HD Brous & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 30/05/2001 |
Avalon Research Group, Inc.
 Avalon Research Group, Inc. Investment Banks/BrokersFinance Provides research | Corporate Officer/Principal | 31/12/1999 |
Neuberger Berman BD LLC
 Neuberger Berman BD LLC Investment ManagersFinance NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities. | Corporate Officer/Principal | 30/03/1974 |
Training of Alan P. Jacobs
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
54
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Neuberger Berman BD LLC
Neuberger Berman BD LLC Investment ManagersFinance NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities. | Finance |
HD Brous & Co., Inc.
HD Brous & Co., Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
J. Giordano Securities Group, Inc.
J. Giordano Securities Group, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Avalon Research Group, Inc.
Avalon Research Group, Inc. Investment Banks/BrokersFinance Provides research | Finance |
City University of New York
 City University of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Stock Market
- Insiders
- Alan P. Jacobs
