Jacob Gottlieb’s Road to Financial Success with Visium

Jacob Gottlieb was born in Brooklyn, New York to immigrant parents who came from Poland to the United States in the 1960s. His father, Max Gottlieb, is a professor of economics and his mother, Dr. Helena Gottlieb, is a pediatrician. This mixed family dynamic sparked his love for both industries and allowed him to understand the similarities in both. It is his belief that both stockbrokers and physicians need to know how to take and handle risks. Similar to how doctors must understand and eliminate risks for their patients’ best interest, so must Wall Street brokers attempt to minimize the risk of the moves they make for their clients.


He was inspired to get involved in the financial market from a young age when he won a contest in school that required him to select stocks to invest in. Seeing his son’s expertise in stock selection, his father helped Jacob to open an investment trading account of his own. Even as a child, Jacob showed entrepreneurial interest and would often sell drinks he had purchased from a local grocer to busy golfers as they grew thirsty.


Dr. Gottlieb obtained his M.D from New York University Medical School which allowed him to have an internship at St. Vincent’s Hospital. He then decided that pursuing a career in the medical field was not for him and he instead decided to focus on his love for the stock market, becoming a specialist in finances with a B.A in economics that he received from Brown University in Providence, Rhode Island.


Dr. Gottlieb also has an interest in giving back to his community. He works alongside Math for America, a fellowship program in New York City that prompts the start of new educational programs all across the country. Math for America gathers some of the most successful teachers in the city to create professional collaborative projects and communities that encourage community development and teacher advancement by supporting mathematics and science teachers around the country.


Jacob Gottlieb has received many awards in his career, most notably the Association for Investment Management and Research’s Chartered Financial Analyst award, or CFA, in 2001.


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