How does a well-known surgeon leave his medical position to enter the uncertainty field of investment management? Yes, as a physician you may dabble in investments, but not leave medicine and found your own investment company. If this sound unusual, then you haven’t met the incomparable Jacob Gottlieb, MD, CFA, PRMIA. Dr. Jacob Gottlieb is the Founder, Managing Partner, and Chief Investment Officer of the Visium Asset Management, LLC. Jacob sees an interesting connection between doctors, stock brokers, and fund managers.
Jake Gottlieb’s interest in the stock market was peaked when he was in grade school. His school sponsored a contest where 7th graders were asked to choose stock picks. His father found out how well he performed and set up an investment trading account for him. Spurred on by his young entrepreneurial skills, he enjoyed making money by selling drinks at a local golf course. His beverages were purchased at a local grocery store and placed in a cart which he pulled to the golf course to sell to golfers. An ingenious kid, right?
Dr. Gottlieb did not see his jump from medicine to investments so different. He believes that the field of medicine and investment management are both in the risk-taking business with similar characteristics. First, let’s introduce Dr. Gottlieb as he was known in the medical industry. Jacob Gottlieb attended Brown University, New York, where he received a Bachelor of Arts in economics degree, a magna cum laude graduate, and a Doctor of Medicine degree. His internship was at St. Vincent’s Hospital in New York City, New York.
It was his long-time intrigue into the stock market that drew him from medicine into his financial pursuits. His education was further enhanced with a 2001 Chartered Financial Analyst from the Association for Investment Management and Research. Before Dr. Gottlieb founded Visium Asset Management, he did his share of career moras into the financial industry. His financial career began as an investment analyst at the Sanford C. Bernstein & Co., LLC following a career as portfolio manager in London, England at the Merlin Financial company. He then co-founded an asset management firm called Balyasny.
Whether medicine or trading, Jacob Gottlieb throws himself into success with all his endeavors. This characteristic spills over into his charitable goals. He supports the Robin Hood organization which provides support for New Yorkers who fall at or below the poverty line. Robin Hood supports educational programs, health programs, job training programs, affordable housing programs, drug abuse programs, financial loans, and overall programs to help all New Yorkers who need help of any kind. Medical and financial manager Dr. Gottlieb also supports the Covenant House and the Math for America organizations.