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.

 

Richard Blair Continues to Excel With Wealth Solutions

Based in Austin, Texas, Wealth Solutions is a Registered Investment Advisory that has been providing their clients with strategic financial options since its inception in 1994. The founder of Wealth Solutions, Richard Blair, has long held a strong belief in creating efficient plans of action that will allow his clients to achieve their long-term financial goals. Mr. Blair’s aim has always been to provide the community of Austin, Texas with effective retirement options, as well as top-notch wealth management services in order to ensure that his clients’ financial portfolios flourish for that entire duration. The team at Wealth Solutions provides a comprehensive format that includes a three-pillar process for creating and maintaining a successful financial plan. This three-pillar approach begins with creating an accurate roadmap of each client’s strengths, goals, risk tolerance, and opportunity for maximum growth. Gaining a full understanding of a client’s overall financial outlook helps to ensure that the process is as effective as possible for the long-haul. In the second step of Wealth Solutions’ financial process, a long-term strategy specifically developed for each client is created. During this step in the process, Mr. Blair will reallocate and manage the assets of the client to ensure that lucrative investments are made during the most suitable times, while also helping to avoid detrimental investments during negative periods in the market. In the final step of the process, once the goals that have been previously strategized are completed, Mr. Blair will focus on meeting the client’s insurance needs, including long-term care, life insurance, and annuities.

Richard Blair of Wealth Solutions has over 24 years of experience in the world of financial services, beginning his career as a result of his family’s strong background in education. After graduating college in 1993, Mr. Blair went on to found Wealth Solutions in 1994, with the intention of providing sound financial solutions and advice for small businesses, families, and individuals focusing on securing a solid financial outlook for the future. Mr. Blair’s sites his mother and grandmother’s work in the education field as an inspiration due to the way teaching helps to grow confidence in an individual. Today, Mr. Blair’s reputation with Wealth Solutions continues to grow as he consistently provides a wealth of unbiased and objective information to his clients, specializing in both traditional and alternative investment options that help to secure strong financial portfolios for the future. Learn more: http://www.wealthsolutionsria.com/team