Jacob is a Senior Investment Analyst at SAM. He is responsible for sourcing investment opportunities through fundamental research and analysis, as well as monitoring existing investments across SAM’s portfolios.
Prior to joining SAM, Jacob was an Analyst at Stansberry Research, primarily specializing in small and mid-cap growth opportunities and contributing to a range of products including Stansberry Venture Value and Stansberry’s Investment Advisory. He was previously an Analyst with the Special Situations & Risk Arbitrage group at Berenberg Capital Markets. Jacob holds a BS in Management and a Master of Finance degree, both from the A.B. Freeman School of Business at Tulane University.