Brian Jacobs

Brian Jacobs, CIMA is the President of Green Harvest Asset Management and has over 30 years of experience in global asset management. Brian is the former President of Direxion ETFs and the CEO of the Hatteras Alternative Funds. Previously, Brian led distribution organizations at Eaton Vance and Allianz/ PIMCO where his distribution teams raised over $200 billion in AUM. He started his career as a Financial Advisor in New York City. Brian earned a B.A. in Economics from Montclair State University and completed the Allianz Global Leadership Program at the International Institute for Management Development (I.M.D.) in Lausanne, Switzerland. Brian also is an Adjunct Faculty member at the Gabelli School of Business at Fordham University where he teaches a graduate level class: Disruption in Financial Services.

Work experience

• Fordham Gabelli School of Business Adjunct Professor
• Green Harvest Asset Management President
• Jacobs Strategic Consulting, LLC Managing Partner
• New York Life & MainStay Investments Managing Director, Head of Retail Distribution
• Direxion Investments President
• Hatteras Funds Chief Executive Officer
• Allianz Global Investors Managing Director, Head of Sales
• Eaton Vance National Sales Director
• Lexington Global Asset Managers Director of Mutual Fund Sales
• First Investors Financial Advisor, Wholesaler

Education

• Montclair State University BA Economics
• IMD Business School Allianz Global Leadership Program
• University of Pennsylvania - The Wharton School CIMA® Certified Investment Management Analyst®
• The George Washington University CIMC, Certified Investment Management Consultant
• Institute for Wealth Management CMFC, Chartered Mutual Fund Counselor