![Mike Jackson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mike Jackson
Directeur van Onderzoek - Eigen Vermogen bij
Phoenix Wealth Advisors, Inc.
Profiel
Mr. Michael D.
Jackson, CFA MBA, is a Chief Investment Officer at Phoenix Wealth Advisors, Inc. He joined Phoenix in 2016 and directs asset allocation, external manager research and internal equity strategies, including the Trust Portfolio, a traditional core equity strategy.
Mr. Jackson was employed as a Portfolio Manager & Equity Research Analyst by Franklin Street Advisors, Inc. and a Marketing Manager by Phoenix Media Ltd.
He graduated from UNC Chapel Hill with a B.S.
in Business Administration and earned an MBA from Wake Forest.
Actieve functies van Mike Jackson
| Bedrijven | Functie | Begin |
|---|---|---|
Phoenix Wealth Advisors, Inc.
 Phoenix Wealth Advisors, Inc. Investment ManagersFinance Phoenix develops portfolios driven toward long-term success by establishing clear risk and return objectives and considering the client’s specific needs and constraints. The firm combines strategic asset allocation, disciplined portfolio rebalancing and continuous conversations to pursue financial success. | Directeur van Onderzoek - Eigen Vermogen | 01-03-2016 |
Eerdere bekende functies van Mike Jackson
| Bedrijven | Functie | Einde |
|---|---|---|
Phoenix Media Ltd.
 Phoenix Media Ltd. Commercial Printing/FormsCommercial Services Publishes books and multimedia content | Verkoop & Marketing | - |
Franklin Street Advisors, Inc.
 Franklin Street Advisors, Inc. Investment ManagersFinance FSA’s investment committee meets at least quarterly to assess the current global investment environment and to formulate asset allocation strategies for equities, fixed income investments, and alternative investments. Their recommended strategic asset allocation models include growth, moderate and conservative. The firm constructs portfolios for clients with specific investment mandates. | Analyst-Equity | - |
Opleiding van Mike Jackson
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
97
Eerstegraads connecties
5
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Franklin Street Advisors, Inc.
Franklin Street Advisors, Inc. Investment ManagersFinance FSA’s investment committee meets at least quarterly to assess the current global investment environment and to formulate asset allocation strategies for equities, fixed income investments, and alternative investments. Their recommended strategic asset allocation models include growth, moderate and conservative. The firm constructs portfolios for clients with specific investment mandates. | Finance |
Wake Forest University
 Wake Forest University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of North Carolina at Asheville
 The University of North Carolina at Asheville Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Phoenix Media Ltd.
Phoenix Media Ltd. Commercial Printing/FormsCommercial Services Publishes books and multimedia content | Commercial Services |
Phoenix Wealth Advisors, Inc.
Phoenix Wealth Advisors, Inc. Investment ManagersFinance Phoenix develops portfolios driven toward long-term success by establishing clear risk and return objectives and considering the client’s specific needs and constraints. The firm combines strategic asset allocation, disciplined portfolio rebalancing and continuous conversations to pursue financial success. | Finance |
