Born and raised in Brooklyn New York, Jacob Gottlieb was a true fan of the game of baseball and the players in it. As a New Yorker, his favorite team, of course, was the Yankees. When Jacob was only in the seventh grade he entered a contest in which he had to pick stocks and that contest he won. This victory led Jacob to have his own investment account that he could trade with, bringing him into the investment world at a very young age. However, in Dr. Jacob Gottlieb’s adult life, he surprisingly went in a different direction and decided to become a medical doctor. Gottlieb, in New York City, received his medical degree. It was then clear that Jacob’s heart was not in it, as he was working through his internship. He often found himself thinking of investments and finances and decided to go back to school to study economics in the nearby state of Rhode Island.
From London to New York he has worked in multiple different facets of investments to include being a Chief Investment Officer, an Investment Portfolio Manager, and a buy-side analyst. As he worked in both medicine and investments, Gottlieb can easily see the similarities between the two professions. He stands by his belief that they are similar in the fact that they both take a lot of planning, risk and advance skill, which he prides himself on having. It doesn’t stop there, as Jacob is also one of few people to have the designation of CFA after he received the chartered financial analyst award in 2001.
Dr. Gottlieb is also a philanthropist who enjoys giving back to the community, with founded charities to include Covenant House, Robin Hood, and Math for America. Math for America is one of his prominent charities that focuses on encouraging teachers in the New York area. Their focus is to give them a sense of empowerment as they go into the workplace as teaching professionals to create satisfaction in the profession so that the teachers enjoy a long-term career as they work within New York City communities.