Career history of Jacob Stoiber
Former positions of Jacob Stoiber
Companies | Position | Start | End |
---|---|---|---|
The Connable Office, Inc.
The Connable Office, Inc. Investment ManagersFinance The Connable Office, Inc. is a multi-family office headquartered in Kalamazoo, Michigan. The firm was founded in the late 1800s. They were acquired in 2024 by Cresset Capital Management LLC, a subsidiary of Cresset Manager LLC. The Connable Office provides wealth management and planning services to a limited number of client families throughout the US and abroad. | Corporate Officer/Principal | 2015-05-31 | 2017-12-31 |
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Analyst-Fixed Income | 2018-01-31 | - |
Training of Jacob Stoiber
University of Illinois | Graduate Degree |
Statistics
International
United States | 4 |
Operational
Analyst-Fixed Income | 1 |
Corporate Officer/Principal | 1 |
Graduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |
The Connable Office, Inc.
The Connable Office, Inc. Investment ManagersFinance The Connable Office, Inc. is a multi-family office headquartered in Kalamazoo, Michigan. The firm was founded in the late 1800s. They were acquired in 2024 by Cresset Capital Management LLC, a subsidiary of Cresset Manager LLC. The Connable Office provides wealth management and planning services to a limited number of client families throughout the US and abroad. | Finance |
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