Mike Jackson
Directeur van Onderzoek - Eigen Vermogen bij Phoenix Wealth Advisors, Inc.
Profiel
Mr. Michael D.
Jackson, CFA MBA, is a Director of Research 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 Wealth Advisors, Inc. (Phoenix) is an independent, SEC-registered investment advisor headquartered in Chapel Hill, North Carolina. The firm was formerly known as Phoenix Financial, Inc. Phoenix provides sophisticated financial planning and wealth management services to individuals including high net-worth individuals, retirement plans, trusts, estates, and corporations. | 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 Phoenix Media Ltd. publishes books and multimedia content. The company was founded in 1999 and is headquartered in London, the United Kingdom. | Verkoop & Marketing | - |
Franklin Street Advisors, Inc.
 Franklin Street Advisors, Inc. Investment ManagersFinance Franklin Street Advisors, Inc. (FSA) is a registered investment advisor headquartered in Chapel Hill, North Carolina. The firm was founded by Robert (Bob) Eubanks Jr. in 1991 and is a wholly-owned subsidiary of Fifth Third Acquisition Holdings LLC, ultimately held by Fifth Third Bancorp (NASDAQ: FITB). FSA delivers high touch investment management services to high net worth individuals and institutional investors. | Analyst-Equity | - |
Opleiding van Mike Jackson
| Wake Forest University | Masters Business Admin |
| The University of North Carolina at Asheville | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Franklin Street Advisors, Inc.
Franklin Street Advisors, Inc. Investment ManagersFinance Franklin Street Advisors, Inc. (FSA) is a registered investment advisor headquartered in Chapel Hill, North Carolina. The firm was founded by Robert (Bob) Eubanks Jr. in 1991 and is a wholly-owned subsidiary of Fifth Third Acquisition Holdings LLC, ultimately held by Fifth Third Bancorp (NASDAQ: FITB). FSA delivers high touch investment management services to high net worth individuals and institutional investors. | Finance |
Phoenix Media Ltd.
Phoenix Media Ltd. Commercial Printing/FormsCommercial Services Phoenix Media Ltd. publishes books and multimedia content. The company was founded in 1999 and is headquartered in London, the United Kingdom. | Commercial Services |
Phoenix Wealth Advisors, Inc.
Phoenix Wealth Advisors, Inc. Investment ManagersFinance Phoenix Wealth Advisors, Inc. (Phoenix) is an independent, SEC-registered investment advisor headquartered in Chapel Hill, North Carolina. The firm was formerly known as Phoenix Financial, Inc. Phoenix provides sophisticated financial planning and wealth management services to individuals including high net-worth individuals, retirement plans, trusts, estates, and corporations. | Finance |
