Jacob Gottlieb

Jacob Gottlieb was born in the city of Brooklyn, in the state of New York, to a pediatrician and a professor of economics. Even in his earliest years, he had an avid fascination with both the medical and financial industries, trying to learn as much as possible about both. When he was still in 7th grade, Jacob Gottlieb won a contest at school, which required him to select stocks. After returning home, and sharing the experience with his family, his father showed immense pride in the young boy’s accomplishment. Impressed by Jacob’s apparent insight into finances, he helped him establish his own investment trading account.

 

Gottlieb earned a Bachelor of the Arts in economics at Brown University, and, in 2001, he was awarded a Chartered Financial Analyst charter, given to him by the Association for Investment Management and Research. Afterwards, he decided to pursue a career in medicine, graduating from NYU Medical School with a Doctor of Medicine degree. Afterwards, he served as an intern at New York’s St. Vincent’s Hospital, completing his internship shortly thereafter. However, it was at this point that Gottlieb would decide that medicine simply wasn’t his passion, and he finally made the dive into professional finances.

 

Gottlieb has worked with numerous financial institutions, including, most recently, Visium Asset Management, LLC, a firm which he founded, and at which he served as Chief Investment Officer as well as Managing Partner. Prior to that, he was one of the founding members of Balyasny Asset Management, L.P. He had also gained financial experience internationally, having worked for the London, England based Merlin Financial as an investment portfolio manager. Earlier still was his work as a buy-side analyst for Sanford C. Bernstein & Co., LLC.

 

Jacob Gottlieb’s passion for both the financial and medical industries has caused him to compare the two often. One parallel which he notes is the risk inherent in the two seemingly disparate fields. He states that trading on Wall Street involves immense risk and a careful balancing act between turning a profit and causing a portfolio to collapse. Every act must be thought through completely, but time is also of the essence. The medical industry, he observes, isn’t much different in that it also involves taking calculated risks and trying to find ideal solutions with minimal time.

 

Apart from his professional life, Gottlieb is active within numerous organizations dedicated to helping those in need. His contributions to education via Math for America, the fight against poverty with Covenant House, and, last, but certainly not least, his contributions towards Covenant House, a nonprofit which aims to help homeless youths escape poverty and achieve financial and emotional independence.

 

 

Covenant House

Working against the tide of homeless youths for more than four decades, Covenant House believes that no child should have to suffer through homelessness. Whether they lost their homes due to tragedy, ran away from an abusive household, were simply born into poverty, escaped from human traffickers, or aged out of foster care, none should be left behind. Over its decades of operation, the organization has helped more than a million young boys and girls escape homelessness and earn their independence. Every year, they help over 80,000 more, thanks to the efforts of volunteers and the donations of generous individuals.

 

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