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L. Phillip Jacoby

Portfolio Manager, Spectrum Asset Management
No

About L. Phillip Jacoby

Phillip joined Spectrum in 1995 as a portfolio manager and most recently held the position of managing director and senior portfolio manager until his appointment as CIO on January 1, 2010, following the planned retirement of his predecessor.

Prior to joining Spectrum, Phillip was a senior investment officer at USL Capital Corporation (a subsidiary of Ford Motor Corporation) and co-manager of the preferred stock portfolio of its US Corporate Financing Division for six years. Phillip began his career in 1981 with the Northern Trust Company, Chicago and then moved to Los Angeles to join E.F. Hutton & Co. as a vice president and institutional salesman, Generalist Fixed Income Sales through most of the 1980s.

Phillip holds a B.S.B.A. in Finance from the Boston University School of Management. Spectrum Asset Management is not affiliated with Nuveen, LLC.

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