Jacob Margo - Email & Phone Number

Portfolio Manager at Main Street Research

Jacob Margo is based out of Sausalito, California, United States and works at Main Street Research as Portfolio Manager.

Jacob Margo's Contact Information

Jacob Margo's Work email

j*****@ms-res***.com

Valid

Latest update

November 1, 2025

Location

Sausalito, California, United States

Jacob's current employer

Main Street Research

Description

Main Street Research acts as a fiduciary for private and institutional investors and employs holistic financial planning strategies to ge...

Website

ms-research.com

HQ Location

Sausalito, CA, United States

Number of employees

11-50

Industry

Investment Management

Latest update

May 1, 2024

Read about Main Street Research

Frequent questions about Jacob Margo

What company is Jacob Margo working for?

Jacob Margo works for Main Street Research.

What is Jacob Margo's function at Main Street Research?

Jacob Margo is Portfolio Manager at Main Street Research.

Where is Jacob Margo based?

Jacob Margo is based out of Sausalito, California, United States.

What is Jacob Margo's work email address?

Jacob Margo's professional email address is j*****@ms-res***.com

Who are Jacob Margo's co-workers?

Jacob Margo's colleagues are James Demmert, Adrienne Balesteri, Elizabeth Baldassari, Tom Matteucci, Tamra Stern, Aaron Stern, Charito Mittelman, Lily Taft, Benjamin Armellini, Natalie McMahon, Shane Larson, Peter Fiorita, Melissa Gibson, Tito Pombra, Jack Sondag, Clementina Dávila.

Jacob's co-workers

James Demmert

Founder - Chief Investment Officer

Adrienne Balesteri

Director - Business Development

Elizabeth Baldassari

Partner, Director – Fixed Income

Tom Matteucci

Director Of Operations

Tamra Stern

Partner, Director of Wealth Management

Aaron Stern

Partner – Lead Trader, Portfolio Manager

Charito Mittelman

Chief Compliance Officer and General Counsel

Lily Taft

Portfolio Manager

Benjamin Armellini

Partner - Portfolio Manager

Natalie McMahon

Co-Director - Wealth Management

Shane Larson

Senior Financial Planner

Peter Fiorita

Co-Director - Wealth Management

Melissa Gibson

Co-Director of Wealth Management

Tito Pombra

Chief Compliance Officer

Jack Sondag

Co-Director of Marketing

Clementina Dávila

Strategic Partnerships, East

Browse & Connect

Browse companies

Our company index contains hundreds of thousands of businesses.

a b c d e f g h i j k l m n o p q r s t u v w x y z

Wiza does not guarantee or claim any of the information found on this public directory to be 100% accurate or up to date.Information found here is gathered from a variety of online and offline sources.If you wish to exclude your personal data from this public directory please fill out the optout form.