About
Jacob Troutman is Vice President and Analyst at TimesSquare Capital Management, LLC, based in New York, NY. In his current role, he is responsible for conducting fundamental research and investment analysis on U.S. equities, with a particular focus on Financial Technology, Business Services, and Energy sectors. His responsibilities include originating investment ideas, evaluating business models, and recommending securities across these targeted industries for institutional client portfolios.
Prior to joining TimesSquare in 2013, Jacob served as Assistant Vice President at Keefe, Bruyette & Woods (KBW), specializing in diversified financials equity research. He brings over a decade of experience in equity analysis and has contributed to the development of sector-specific investment strategies for major institutional investors.
Jacob holds a Bachelor of Arts in Economics from Dartmouth College and is a CFA charterholder. He is recognized for his deep expertise in financial services and business service companies, and is an active member of both the CFA Institute and CFA Society New York, underscoring his professional commitment and contribution to the investment community.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| TimesSquare Capital Management, LLC | Vice President | Mar 2021 to Present | — |
| TimesSquare Capital Management, LLC | Associate | Jul 2013 to Mar 2021 | Business Services, Transaction Processing, and Energy Equity Research |
| Keefe, Bruyette & Woods | Assistant Vice President - Equity Research | Nov 2009 to Jun 2013 | Diversified Financials Equity Research |
Education
Dartmouth College
BA, Economics
2005 — 2009
Skills & Expertise
Others at Timessquare Capital Management, LLC (24)
| Name | Role | Location |
|---|---|---|
| Partner and Co-Head US Trading | New York, NY , United States | |
| Senior Analyst, Co-PM Healthcare HF | New York, NY , United States | |
| Partner and Portfolio Manager and Analyst | New York, NY , United States | |
D David Oh | Portfolio Manager | New York, NY , United States |
E Edward Salib | Director, Senior Equity Analyst | Pleasantville, NY , United States |
F Francine Goldstein | Senior Vice President | New York, NY , United States |
G Gregory Vasse | Partner | New York, NY , United States |
J Jason Shum | Partner, Senior Equity Analyst | United States |
| Partner, Head of Client Services | Morristown, NJ , United States | |
| Partner | Bluffton, SC , United States |
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