Jacob Gottlieb: CFA, M.D. and Philanthropist

Posted on February 7, 2018 By

Jacob Gottlieb is a man of many talents and interests. He began his career in medicine, but, he is now in the field of financial fund management. In addition to his M.D. degree, he is a Chartered Financial Analyst (CFA). He attended Brown University where he received his Bachelor of Arts degree in economics and received his M.D. degree from New York University Medical School. After completing his medical internship his ongoing passion for the stock market led him to leave the medical field and pursue the financial management field.

He founded his own company, Visium Asset Management in 2005 and served as Managing Partner. Prior to founding Visium, he was a founding member at Balyasny Asset Management. He also worked as an investment portfolio manager and was a buy-side analyst at two different firms.

Jacob hails from Brooklyn, New York where his interests in medicine and finance were fostered by his parent’s occupations. His father is an economics professor and his mother is a pediatrician. He also acquired a love for baseball, especially for the Yankees, and became an accomplished baseball card trader. This led to his father setting up Jacob’s own investment trading account. Jacob was also fascinated by his mother’s profession of medicine.

Jacob believes that his parent’s careers of financial management/economics and surgery/medicine require similar skills. Risk taking, planning, and thinking about the practicalities of decisions are key to both professions, according to Gotlieb. Financial management and medicine are not Jacob’s only passions as he is committed to giving back to his community.

For example, one of the organizations that Jacob is active with is Covenant House. Covenant House is a shelter for homeless and trafficked youth in 31 cities across the U.S. and has been in existence 40 years. Specifically, they can help youth escape domestic violence and regain their independence. The way they do this is by their “Continuum of Care.” This includes three aspects: street and van outreach, crisis care and long-term support.

Covenant House’s street and van outreach assist homeless youth with food, blankets, and of course, information about their program. Their crisis care gives teens the basics of room and board that most of us take for granted. The bottom line is about building an atmosphere of safety. Long-term care includes three steps: education, job readiness, and rights of passage. Their education program assists with GED and college preparation, for example. Their job readiness includes vocational training and assistance with job placement. The rights of passage are centered around assisting the youth to become responsible, independent, and eventually live on their own.

Whether it involves his profession or giving back, Jacob Gottlieb is committed to both as the previous information proves.