Rockefeller Asset Management Welcomes Jai Jacob to Leadership Team

Rockefeller Asset Management Expands Leadership with Jai Jacob

Rockefeller Asset Management, the asset management division under Rockefeller Capital Management, has exciting news to share regarding its leadership. The firm has appointed Jai Jacob as Managing Director and Director of Investment Strategy. With nearly three decades of industry experience, Jacob brings a wealth of knowledge and expertise to this pivotal role.

Jai Jacob's Background and Experience

Before joining Rockefeller, Jai Jacob was a key player at Lazard Asset Management, where he held distinct positions including Chair of the Quantitative, Multi-Asset, and Alternatives Investment Group. Jacob's robust portfolio of skills includes executive leadership, dynamic portfolio management, and risk management, making him an ideal fit for this new role.

Innovative Investment Strategies

In his new position, Jacob will spearhead the development of equity solutions at Rockefeller Asset Management. His focus will integrate quantitative techniques with fundamental research, aimed at generating differentiated alpha signals while effectively managing risks. This role entails collaborating with institutional investors to tailor equity strategies that cater to the unique needs of clients, ensuring a bespoke investment approach.

Support from Leadership

Casey Clark, President and Chief Investment Officer of Rockefeller Asset Management, expressed confidence in Jacob's capabilities. He stated, "Jai's global leadership experience and investment expertise align perfectly with our vision of delivering customized investment solutions. As we expand our platform, we are committed to creating unique avenues for our clients' success."

A Continuation of Growth

Jacob's appointment is part of a broader strategy at Rockefeller Asset Management, which has seen several notable hires over the past two years. Among these appointments are professionals like Alex Petrone, Director of Fixed Income, and seasoned portfolio managers Jason Kotik and Timothy Skiendzielewski. These strategic hires reflect the Firm's commitment to scaling its investment capabilities to better serve its clientele.

Commitment to Outperformance

At its core, Rockefeller Asset Management is dedicated to providing exceptional service through disciplined investment processes across various asset classes, including equity, fixed income, and alternatives. The Firm’s philosophy focuses on building long-lasting partnerships and offering performance-driven solutions tailored to investor needs.

The Future for Rockefeller Asset Management

As of a recent reporting date, Rockefeller Asset Management manages approximately $16.3 billion in assets under supervision. The division is continuously evolving, with a sharp focus on creating innovative investment solutions and enhancing service delivery. Jai Jacob's leadership is expected to play a central role in this ambition.

About Rockefeller Asset Management

Rockefeller Asset Management specializes in serving institutions, financial professionals, and other investors by providing strategies that aim for outperformance. With a commitment to a client-first approach, the Firm seeks to maintain a competitive advantage through rigorous investment processes.

Frequently Asked Questions

What is the role of Jai Jacob at Rockefeller Asset Management?

Jai Jacob has been appointed as Managing Director and Director of Investment Strategy, focusing on the development of equity solutions.

What experience does Jai Jacob have?

Jacob has nearly 30 years of experience in the asset management industry, particularly at Lazard Asset Management where he held multiple leadership roles.

How does Rockefeller Asset Management approach investment strategies?

The Firm combines quantitative methods with fundamental research to create customized strategies tailored to meet unique client needs.

What is the current asset management size of Rockefeller Asset Management?

As of the latest report, the Firm manages about $16.3 billion in assets under supervision.

Who are some recent hires at Rockefeller Asset Management?

Recent hires include Alex Petrone, Director of Fixed Income, along with portfolio managers like Jason Kotik and Timothy Skiendzielewski, reflecting the Firm's growth strategy.

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