Jacob Gottlieb Took The High Road To Success

By Soko Directory Team / July 27, 2018




The investigation of Visium Asset Management performed by the Securities and Exchange Commission (SEC) exonerated Jacob Jay Gottlieb CFA, M.D., the Chief Investment Officer of the company. Other staff members, including Christopher Plaford, Sanjay Valvani, and Stefan Lumiere were also involved in the investigation that was settled earlier this year. A non-admit non-deny order led to the government’s settlement with Visium Asset Management in May of 2018.

Jacob Gottlieb co-founded the firm that is strongly focused on healthcare funds, in 2005. In addition to his years of experience in finance, Jacob had obtained a medical degree at the New York University School of Medicine. Jacob performed this internship at St Vincent’s Hospital in New York. He also earned his B.A. in Economics at Brown University in Rhode Island. He realized that his real aspirations were in financials and investments more so than medicine. It was his decision to start the asset management company that would center around investments pertaining to the healthcare industry. When charges commenced against the company in 2016, Jacob decided it was prudent to wind down the business.

The investigation into the company started for charges that arose related to mis-marked bonds. Still, he held firm, and he wanted to keep the company up and running. He had watched it grow to a point where the company employed 170 people. In its beginning stages, he had approximately $300 million in the capital, and the company grew to be valued as a hedge fund of $8 billion. Gottlieb was not charged in the SEC investigation into Visium with any wrongdoings. He has since begun a new startup.

Jacob Gottlieb is currently the Chief Executive Officer of Altium, a company he founded in 2018. Its focus is on growth companies. His newest venture is a hedge fund that will specialize in primarily small growth firms. Jacob is also a Chartered Financial Analyst (CFA). He obtained this distinction in 2001 from the Association for Investment Management and Research.

As a young boy, Jacob had an entrepreneurial mind. He was born and raised in Brooklyn, New York. His parents were originally from Poland, and they arrived in the states and settled in Brooklyn in the 1960s. Both his father and mother are well-educated and achieved success in their fields. His father was a professor at the City University of New York where he taught Economics, and his mother a pediatrician. When Jacob was only in grade school, he won a competition that involved selecting well-performing stocks. He began to take more and more interest in the stock market. Understanding his family background, it becomes clear why Jacob was schooled in both Economics and in medicine. Jacob is an avid baseball fan, and as a New Yorker, he roots for the Yankees. As a youngster, he collected baseball cards, and he loved to trade them.

As an entrepreneur, Jacob Gottlieb managed to achieve a great deal of success in his life. He is a generous philanthropist, and he enjoys giving back to his community. Amongst his favorite charities are the Covenant House and Robin Hood, both of which are located in New York City.



About Soko Directory Team

Soko Directory is a Financial and Markets digital portal that tracks brands, listed firms on the NSE, SMEs and trend setters in the markets eco-system. Find us on Facebook: facebook.com/SokoDirectory and on Twitter: twitter.com/SokoDirectory

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