Mike Jackson
Direktor der Forschung - Eigenkapital bei Phoenix Wealth Advisors, Inc.
Profil
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.
Aktive Positionen von Mike Jackson
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Direktor der Forschung - Eigenkapital | 01.03.2016 |
Ehemalige bekannte Positionen von Mike Jackson
| Unternehmen | Position | Ende |
|---|---|---|
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. | Vertrieb & 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 | - |
Ausbildung von Mike Jackson
| Wake Forest University | Masters Business Admin |
| The University of North Carolina at Asheville | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |