James Jacobson - Pimco Dynamic Independent Trustee

PDI Fund  USD 19.16  0.04  0.21%   
James Jacobson is Fund Manager at Pimco Dynamic Income
Mr. James A. Jacobson serves as Independent Trustee of PIMCO Dynamic Income Fund. He is Retired. Trustee and Chairman of Investment Committee, Ronald McDonald House of New York and Trustee, New Jersey City University . Formerly, Vice Chairman and Managing Director, Spear, Leeds Kellogg Specialists, LLC, a specialist firm on the New York Stock Exchange .
Age 75
Tenure 12 years
Phone949 720 6000
Webhttps://us.allianzgi.com/Products/pages/631.aspx
Jacobson has substantial executive and board experience in the financial services industry. He served for more than 15 years as a senior executive at a New York Stock Exchange specialist firm. He has also served on the NYSE Board of Directors, including terms as Vice Chair. As such, he provides significant expertise on matters relating to portfolio brokerage and trade execution. He also provides the Funds with significant financial expertise, serves as the Audit Oversight Committee’s Chair and was determined by the Board to be an “audit committee financial expert.” He has expertise in investment company matters through his service as a trustee of another fund family.

Pimco Dynamic Management Performance (%)

Similar Money Managers

Showing other executives

One Year Return

Colleen MillerPimco High Income
41
Albert LaskajCohen And Steers
43
Bijal ParikhPimco High Income
43
Mark MathiasenGuggenheim Strategic Opportunit
41
Christopher MorinPimco High Income
40
Bradford GallagherPimco Corporate Income
75
John ManeyPimco Corporate Income
62
Ryan LeshawPimco High Income
41
Kimberly ScottGuggenheim Strategic Opportunit
45
William OgdenPimco Corporate Income
75
Lisa PhelanCohen And Steers
51
John ManeyPimco High Income
62
Lisa PhelanCohen Steers Reit
51
Ryan LeshawPimco Corporate Income
41
Theresa BridgeCornerstone Strategic Value
49
Alan RappaportPimco Corporate Income
68
William OgdenPimco High Income
75
Amy LeeGuggenheim Strategic Opportunit
58
Rachel McNabbCornerstone Strategic Value
38
Jerry FarleyGuggenheim Strategic Opportunit
73
Michael MegarisGuggenheim Strategic Opportunit
35
PIMCO Dynamic Income Fund is a close ended fixed income mutual fund launched and managed by Allianz Global Investors Fund Management LLC. PIMCO Dynamic Income Fund was formed on May 30, 2012 and is domiciled in the United States. Pimco Dynamic operates under Asset Management classification in the United States and is traded on New York Stock Exchange. The fund is classified under PIMCO family.

Pimco Dynamic Income Leadership Team

Elected by the shareholders, the Pimco Dynamic's board of directors comprises two types of representatives: Pimco Dynamic inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Pimco. The board's role is to monitor Pimco Dynamic's management team and ensure that shareholders' interests are well served. Pimco Dynamic's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Pimco Dynamic's outside directors are responsible for providing unbiased perspectives on the board's policies.
David Fisher, Trustee
Stacie Anctil, Assistant Treasurer
Bradley Todd, Treasurer
Joshua Ratner, Vice President, Secretary and Chief Legal Officer
Christopher Morin, Assistant Treasurer
WuKwan Kit, Vice President, Senior Counsel, Secretary
Joseph Kittredge, Independent Trustee
Ryan Leshaw, Assistant Secretary
James Jacobson, Independent Trustee
Eric Johnson, Vice President
Brandon Evans, Assistant Treasurer
Hans Kertess, Independent Chairman of the Board of Trustee
Jason Nagler, Assistant Treasurer
Sarah Cogan, Independent Trustee
Keisha AudainPressley, Chief Compliance Officer
Peter Strelow, President, Principal Executive Officer
Deborah DeCotis, Independent Chairman of the Board of Trustee
Erik Brown, Assistant Treasurer
John Maney, Trustee
Colleen Miller, Assistant Treasurer
Jeffrey Byer, Vice President
Alan Rappaport, Independent Trustee
Bijal Parikh, Assistant Treasurer
Elizabeth Duggan, Vice President
William Ogden, Independent Trustee
H Zhang, Assistant Treasurer
Brian Pittluck, Vice President

Pimco Fund Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right fund is not an easy task. Is Pimco Dynamic a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

Currently Active Assets on Macroaxis

Other Information on Investing in Pimco Fund

Pimco Dynamic financial ratios help investors to determine whether Pimco Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Pimco with respect to the benefits of owning Pimco Dynamic security.
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Sync Your Broker
Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
Fundamentals Comparison
Compare fundamentals across multiple equities to find investing opportunities
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.