Jacob Gottlieb, MD, CFA, PRMIA graduated from New York’s Brown University with a Bachelor of Arts degree in Economics. This brilliant entrepreneur also graduated magna cum laude with a Doctor of Medicine degree and completed his internship at St. Vincent’s Hospital, New York.
Jacob Gottlieb lived for many years in Brooklyn, New York, with younger brothers. Dr. Gottlieb and his family emigrated to the U.S. from Poland in the 1960s. Dr. Gottlieb not only excelled in the medical field, but he always had a desire to invest in the financial market. His background interest in both medicine and investment was due to his parents.
His father Max was a PhD professor of economics and his mother Helena was a respected physician in pediatrics. As a result of his investment interests, Dr. Gottlieb pursued a capital investment education and in 2001 received a Chartered Financial Analyst certification from the Association for Investment Management and Research.
In 2005, Dr. Gottlieb created Visium Asset Management, LLC, where he served as the Managing Partner and the CIO. Jacob had many visions for Visium which was to make it a leading multiproduct-multistrategy hedge fund firm.
He believed in laying a transparent groundwork for Visium. He operated his investment company with the principles of integrity and smart quality investments. Visium Asset Management became a $8 billion-dollar hedge fund success.
Dr. Gottlieb wasn’t a neophyte in the field of investment marketing. Prior to founding Visium, his investment career began at the private wealth company Sanford C. Bernstein & Co., New York. He also served as a successful portfolio manager in England at the Merlin Financial Company.
Following his short achievements at Merlin he took a management position at Balyasny Asset Management where he gained lucrative portfolio growth and he was recognized as one of the top earners at the firm.
Jacob Gottlieb believes that physicians and investors share the same characteristics with similar thumbprints of being risk takers and managers. He states that doctors need to eliminate potential risks for their patients so that additional medical symptoms can occur. Investors and brokers while trading on Wall Street involves risk taking and managing finances before their client’s portfolios witness too many missteps.
Whether it is in medicine or investment trading, Dr. Jacob Gottlieb generosity spills over into his charitable giving. He supports the Math for America organizations, he supports the Robin Hood organization which provides housing, drug abuse programs, loans, and more for people who cannot otherwise afford help. Dr. Gottlieb also supports the Covenant House which provides housing, food, medical care, etc. for homeless youths.