Hatteras Funds, a provider of alternative investment solutions for financial professionals, has named Brian Jacobs chief executive officer.
Founder and former chief executive David B. Perkins will continue as chairman, working closely with Jacobs on overall corporate strategy and investment management.
Jacobs (pictured) will lead a senior executive team of Robert Worthington, president, Michael Fields, chief operating officer, and Lance Baker, chief financial officer.
“Brian is a proven leader with 26 years of broad industry experience who can take Hatteras to the next level,” says Perkins. “He has a deep understanding of financial professionals and their clients’ needs, and a successful track record at global asset management firms. He will advance our mission to bring institutional-quality alternative investments to financial professionals and their clients, while providing the education and support they need to invest with confidence. We believe alternative investments are now at an inflection point, we want Hatteras to continue to be the choice for financial professionals."
“I’m thrilled to join Hatteras and the executive team David has assembled. The Hatteras team has built an ideal model with a remarkable infrastructure to help financial advisors and their clients,” adds Jacobs. “With demand for alternative investments growing, Hatteras has clearly distinguished itself among its competitors with its investment management, distribution, and operations excellence. We are in a position to capitalise and grow.”
From 2000 to 2008, Jacobs was managing director at Allianz Global Investors, where he led sales and distribution of the Pimco and Allianz mutual funds, as well as managed accounts and closed-end funds to the financial advisor community.
Immediately before joining Allianz/Pimco, Jacobs spent ten years with Eaton Vance as director of sales.
Most recently, Jacobs was chief distribution officer at Baron Capital.
Active in industry forums, Jacobs served as the 2008 chairman of the board of governors for the Money Management Institute and is a member of the board of trustees of the Foundation for Financial Planning.
