Jacob Gottlieb followed the career path of both his parents. He went on to graduate from Brown University with a B.A. in economics. He also got an M.D. from NYU Medical School and did his internal medicine internship at New York’s St. Vincent’s Hospital. Gottlieb then quit medicine and became a financial pundit. Gottlieb worked at Sanford C. Bernstein & Co., LLC as a buy-side analyst and with London based Merlin Financial as an investment portfolio manager. Jacob Gottlieb went on to become a Balyasny Asset Management founding member.
In 2001, the Association for Investment Management and Research named Gottlieb a chartered financial analyst. In 2005, he founded Visium Asset Management and served as chief investment officer and managing partner. The way Jacob Gottlieb looks at it, both fund managers and surgeons face risks and have to manage them. For fund managers it involves people’s money and for surgeons it is related to people’s health. Gottlieb is a thoughtful person. He understands that the key to success for professionals in both fields is to get the right amount of knowledge and training to be able to make the right decision with both people’s health and their money.
Jacob Gottlieb, MD, CFA, PRMIA. loves both the excitement of trading on Wall Street and global markets and the good feeling that comes from knowing you have used your knowledge and medical training to help another human being. In addition to his interest in and experience with financial services and medicine, Jacob Gottlieb is also a very caring person. He is also very active with a nonprofit organization called Covenant House where they work with homeless children. Gottlieb also works with the organization Math for America and a New York City based charity called Robin Hood that helps families that are mired in poverty.
With all his training and experience, Jacob Gottlieb is a valuable assets to any organization. He has embarked on dual career paths and has enjoyed success in both. His future is bright whether he chooses to pursue a career in financial services, medicine or both of them.