Dr. Jake Gottlieb – Medical Doctor and Financial Expert

Dr. Jacob Gottlieb, M.D., CFA, is one of the most educated and highly successful business professionals on the planet today. He was Born to parents who both immigrated from a foreign country and still achieved the American dream with the odds stacked against them. His father, Dr. Max Gottlieb, PhD, is a professor of economics at the City University of New York City (CUNY) and his mother Dr. Helena Gottlieb, M.D., is a pediatrician. Both of his parents’ professional careers would have a profound impact on his life as we will later see.

From a young age, Dr. Gottlieb showed an aptitude for financial planning. He still remembers when he won an unusual contest in junior high. The teacher had the entire class pick stocks with the goal of seeing who would end up with the most successful imaginary portfolio. Impressed with his son’s victory, his father rewarded him with his very own real-life stock trading account.

Upon graduating high school, Dr. Gottlieb first attended college at Brown University, where he graduated magna cum laude with a BA in economics. Dr. Gottlieb would later attend college once again, at the New York City School of Medicine (NYU). With degrees in both economics and medicine under his belt, the influence Dr. Gottlieb received from his parents became extremely apparent. Although Dr. Gottlieb enjoyed both finances and practicing medicine, he ultimately decided that Wall Street was more attractive and dove head first into a career in the financial industry.

Dr Gottlieb’s career in the financial industry started at Sanford C. Bernstein & Co. in the year 1998, where he was a buy-side analyst. After many years of success as a financial portfolio manager, Dr. Gottlieb founded Visium Asset Management. Visium focuses on managing over 2 billion dollars worth of assets for it’s clients and continues to grow larger every year.

Although Dr. Gottlieb has an incredible passion for building his business, he has not closed himself off to the problems that exist in the rest of the world. He regularly works with a variety of charities such as the Robin Hood charity in New York City.

The Robin Hood charity is New York City’s largest poverty fighting entity. Robin Hood provides smaller nonprofit organizations with financial, real estate, and management support. Each year Robin Hood performs research to decide which organizations have the most potential to make the biggest positive impact on the community and then helps them grow in every way possible.

Dr. Jacob Gottlieb continues to impact other lives in multiple ways. Whether by helping grow the wealth of his clients with his company Visium, or by donating to those in need through charities like Robin Hood. He is no doubt using his influence to make the world a much better place and will surely remain a big player in the financial industry for years to come.

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