Jacob Gottlieb is a highly successful investor, philanthropist, physician, entrepreneur, and more. He is someone who had keen interests in financial markets and entrepreneurship from his childhood. Also, his exposure in the medical industry helped him to be a successful investor in stock markets and spend significant time in philanthropy. According to Gottlieb, both surgeons and fund managers have almost similar characteristics. He thinks that both the kind of the people are risk takers and known as risk managers. With his years of experience in the medical industry, Gottlieb thinks that physicians have to approach various issues in a practical way and should possess excellent planning skills to be effective in their duties.
However, he confirms that the doctors should be cautious to remove any potential risk factors for their patients to avoid any further lead to severe medical conditions. Similarly, the Wall Street trading involves managing finances and risk-taking before becoming the portfolios out of control. People should know the right actions in various situations when it comes to both medical and investment fields. Jacob confesses that his love towards market and trading got mixed with his passion towards medicine. He also thinks that the similarities of the characteristics of both the areas helped him to be greatly successful in both.
Interestingly, Gottlieb started his trading journey when he was attending his 7th grade. During his school days, Gottlieb became the winner of an unusual contest in which he had to pick stocks. He was most accurate in his judgment and showed signs of his analytical skills and insights. His father got impressed by his ability to make the right picks and decided to encourage him further. He opened a trading account for Gottlieb to learn the technics of investing. Additionally, Gottlieb learned the tricks and tips of entrepreneurship by selling beverages to a nearby golf course. He was purchasing the raw materials and selling the drinks to golfers by carrying it in a heavy shopping cart.
While coming to the professional qualifications of Gottlieb, he secured his medical degree from the Medical School of New York University. He also obtained his graduation in Economics from the renowned Brown University. After medical graduation, Gottlieb earned his internship in internal medicine from St. Vincent’s Hospital, New York City. But his passion towards trading and stock markets made him quitting the medical industry and moving towards financial and trading industry. Gottlieb also got awarded CFA charter from AIMR in 2001.
Gottlieb is also active in collaborating with different philanthropic groups. He is actively involved in the operations of Robin Hood, a poverty-fighting group based in New York City. The group is working to improve the living standards of almost 1.8 million low-income individuals in New York City through a number of programs.