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Mike Jackson
Director de Investigación - Acciones en
Phoenix Wealth Advisors, Inc.
.
Perfil
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.
Cargos activos de Mike Jackson
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Director de Investigación - Acciones | 01/03/2016 |
Antiguos cargos conocidos de Mike Jackson.
| Empresas | Cargo | Fin |
|---|---|---|
Phoenix Media Ltd.
 Phoenix Media Ltd. Commercial Printing/FormsCommercial Services Publishes books and multimedia content | Ventas & 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 | - |
Formación de Mike Jackson.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
98
Relaciones de 1er grado
5
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 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 |
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