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Cory Jacobson
Portfolio Manager - Equities
Professional Background
Cory Jacobson is a seasoned finance professional with impactful experience in asset management. With a proven track record, Cory has demonstrated his expertise in managing investment portfolios for leading financial institutions. He previously served as a Portfolio Manager at Grafton Asset Management, where he honed his skills in devising innovative investment strategies and navigating complex financial markets. Before that, he held a significant role as a Portfolio Manager at RBC Global Asset Management, where his contribution helped enhance the firm's reputation in delivering high-performance returns for its clients.
Throughout his career, Cory has remained committed to achieving the best outcomes for his clients while employing rigorous analysis and strategic insight. His career is marked by a focus on sustainable investment practices and a drive to continuously adapt to the ever-evolving landscape of finance. This dedication not only underscores his professional ethos but also resonates well among colleagues and competitors alike.
Education and Achievements
In 2003, Cory Jacobson graduated with a Bachelor of Commerce, specializing in Finance, from The University of Calgary. This robust academic foundation has equipped him with a comprehensive understanding of financial principles and market dynamics, paving the way for his successful career in portfolio management.
Cory's educational journey not only provided him with theoretical knowledge but also encouraged practical applications through various projects and internships. His time at The University of Calgary instilled in him the importance of critical thinking and analytical skills, which are essential in the finance industry where data-driven decisions are paramount.
Achievements
Cory’s achievements are a testament to his hard work and dedication to the field of finance. At Grafton Asset Management, he played a pivotal role in managing multi-million dollar portfolios, utilizing both fundamental and quantitative analysis to ensure optimal asset allocation. His strategic foresight allowed the firm to outperform market benchmarks and deliver exceptional results to clients.
Similarly, during his tenure at RBC Global Asset Management, Cory developed and executed investment strategies that contributed significantly to the firm’s overall performance. His ability to provide investment insights based on current market trends has earned him recognition among peers and a loyal clientele. This strong professional reputation is enhanced by Cory’s dedication to maintaining the highest standards of integrity and accountability in his work.
In summary, Cory Jacobson’s background in finance, coupled with his rich experience in portfolio management, provides him with a unique edge in the financial services industry. He consistently demonstrates a commitment to excellence and a passion for helping clients achieve their financial goals.