![Julie G. 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>)
Julie G. Jackson
Portfolio Manager-Fixed Income en
1919 Investment Counsel LLC
.
Perfil
Ms. Julie G.
Jackson is a Managing Director & Portfolio Manager at 1919 Investment Counsel LLC.
In her role as a Portfolio Manager, Ms. Jackson works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel.
Her primary focus is on developing and managing investment portfolios that are tailored to each client’s unique long-term wealth and investment objectives.
She also serves as the editor of the firm’s quarterly Investment Review and Outlook.
Prior to joining Legg Mason Investment Counsel (a predecessor firm) in 2009, Ms. Jackson was a Senior Vice-President and Senior Portfolio Manager at U.S.
Trust Company working with high-net-worth clients.
She earned a B.A. in Economics from the University of Delaware and a Master’s degree in Economics from New York University.
She is a Trustee and finance committee member of the Montclair State University Foundation Board.
Cargos activos de Julie G. Jackson
| Empresas | Cargo | Inicio |
|---|---|---|
1919 Investment Counsel LLC
 1919 Investment Counsel LLC Investment ManagersFinance 1919ic is an active manager who seeks to maximize total return and minimize risk through their core investments capabilities of large- to mid-cap domestic equity and fixed income portfolios. The firm’s equity strategy focuses on high or improving quality stocks and employs a bottom-up approach. Their equity portfolio typically contains 30-60 individual stock holdings. Portfolio managers construct customized portfolios with the help of research analysts, based on client considerations. 1919ic utilizes a total rate of return, disciplined, relative value approach for their fixed income strategies. The duration and term-structure decisions are top-down while sector weighting decisions are bottom-up. | Portfolio Manager-Fixed Income | 01/01/2009 |
Antiguos cargos conocidos de Julie G. Jackson.
| Empresas | Cargo | Fin |
|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Corporate Officer/Principal | 31/12/2008 |
Formación de Julie G. Jackson.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
82
Relaciones de 1er grado
4
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919ic is an active manager who seeks to maximize total return and minimize risk through their core investments capabilities of large- to mid-cap domestic equity and fixed income portfolios. The firm’s equity strategy focuses on high or improving quality stocks and employs a bottom-up approach. Their equity portfolio typically contains 30-60 individual stock holdings. Portfolio managers construct customized portfolios with the help of research analysts, based on client considerations. 1919ic utilizes a total rate of return, disciplined, relative value approach for their fixed income strategies. The duration and term-structure decisions are top-down while sector weighting decisions are bottom-up. | Finance |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Delaware
 University of Delaware Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
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