![Jacob Puccetti](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Jacob Puccetti, CFA, is a Senior Research Analyst at Vivaldi Capital Management LP.
He is focused on supporting all aspects of Vivaldi’s investment research efforts.
He helps manage the sourcing, diligence, and oversight processes with respect to the firm’s traditional and alternative investment strategies.
Prior to joining Vivaldi, Mr. Puccetti worked at Guggenheim Securities as a Sell-Side Equity Research Analyst.
He graduated from the University of Dayton Summa Cum Laude with degrees in Finance and Investments and is a CFA charter holder.
Ehemalige bekannte Positionen von Jacob Puccetti
| Unternehmen | Position | Ende |
|---|---|---|
Vivaldi Capital Management LP
 Vivaldi Capital Management LP Investment ManagersFinance Vivaldi performs research and portfolio management across various asset classes, allowing their advisors to construct portfolios that are unique to each client’s circumstances. The firm reviews time horizons, investment goals, risk tolerances, and tax situations to determine the appropriate asset allocation and investment selection for each client. | Analyst-Equity | - |
Ausbildung von Jacob Puccetti
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
31
Beziehungen ersten Grades
2
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
University of Dayton
 University of Dayton Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Vivaldi Capital Management LP
Vivaldi Capital Management LP Investment ManagersFinance Vivaldi performs research and portfolio management across various asset classes, allowing their advisors to construct portfolios that are unique to each client’s circumstances. The firm reviews time horizons, investment goals, risk tolerances, and tax situations to determine the appropriate asset allocation and investment selection for each client. | Finance |
