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L. Phillip Jacoby

  • Portfolio Manager
  • Spectrum Asset Management
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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 BSBA (finance) from the Boston University School of Management.

Spectrum Asset Management is not affiliated with Nuveen, LLC.

Returns quoted represent past performance which is no guarantee of future results. Investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or less than their original cost. Current performance may be higher or lower than the performance shown. Returns without sales charges would be lower if the sales charges were included. Returns assume reinvestment of dividends and capital gains. Class I shares and institutional have no sales charge and may be purchased by specified classes of investors.

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