Dr. Jacob Gottlieb Says Surgeons and Fund Managers Are Alike

To Dr. Jacob Gottlieb, physicians and stock managers love taking risks.

In the fields of medicine and economics, Dr. Jacob Gottlieb MD, CFA, PRMIA has truly excelled. Rising to prominence through an illustrious education and natural propensity, Gottlieb would eventually go on to act as CIO for Visium Asset Management, formerly an $8 billion healthcare hedge fund.

Gottlieb’s investment prowess became evident when he was in the 7th grade. Upon placing first in a stock selection contest, Gottlieb’s father, Max, opened an investment trading account for his young financial guru.

Just like his father, a PHD economics professor at City University of New York and his mother, a successful pediatrician, Gottlieb practically inherited his passion for the pursuit of both disciplines. After completing high school, he was accepted to Brown University, receiving a Bachelor of Arts in economics. Wanting to further his education and take advantage of his medical interest, he then completed the Doctor of Medicine Program at the New York University School of Medicine.

However, shortly after finishing an internship at St. Vincent’s Hospital, he ultimately decided on a career in finances as opposed to medicine, although the business side of healthcare would highlight his notoriety.

Dr. Gottlieb officially began his trading career in 1998 as a buy-side deal analyst at Sanford C. Bernstein & Company, researching global healthcare markets.

After a short stint at healthcare portfolio company Merlin Biomed Group, Gottlieb became top portfolio manager at Balyasny Asset Management.

His drive, experience and fortitude lead him to found Visium Asset Management in 2005, which at its peak had an $8 billion valuation and had 170 employees under its umbrella.

Outside of his work on Wall Street, Gottlieb is active in several New York area nonprofits including the Covenant House, an international organization protecting endangered youths through crisis care, healthcare, education, job skills training, drug abuse treatment and other preventative programs.

 

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