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About
Joel Jacobson, CFA, is currently a Performance Analyst at Frontier Asset Management, L.L.C., based in Sheridan, Wyoming. In this role, he specializes in performance analysis and investment technology management, supporting the firm's investment process and helping to ensure accurate evaluation of portfolio outcomes.
At Frontier Asset Management, Joel contributes to the firm's Dynamic Downside Focus approach, which emphasizes risk mitigation and long-term capital appreciation. While the public information does not specify his coverage of particular sectors or asset classes, his expertise lies in performance analytics within multi-asset investment strategies and supporting investment technology solutions for the firm.
There is no available public data detailing Joel's previous professional positions or educational credentials beyond his CFA designation, which underscores his proficiency in investment analysis and portfolio management. Further details about his career trajectory or notable industry achievements are not accessible from verifiable sources.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Frontier Asset Management, L.L.C. | Analyst | Unknown to Present | — |
Others at Frontier Asset Management, LLC (3)
| Name | Role | Location |
|---|---|---|
| Portfolio Strategist | New York, NY , United States | |
| Senior Analyst | Denver, CO , United States | |
| Portfolio Strategist | Denver, CO , United States |
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