Mike Jackson Email & Phone Number
Chief Investment Officer @ Phoenix Wealth Advisors, Inc.
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Mike Jackson Location
- Chapel Hill, NC, US
Mike Jackson Work
- Chief Investment Officer @ (August 2024 - Present)
- Director of Research @ (March 2016 - August 2024)
- Director of Institutional Equities @ (January 2015 - March 2016)
- Managing Principal, Chief Investment Officer @ Hambledon, LLC (March 2013 - March 2015)
- Senior Portfolio Manager @ Franklin Street Partners (July 2004 - March 2013)
- Vice President, Portfolio Strategy @ (May 2004 - July 2004)
- Portflio Manager @ (June 2001 - May 2004)
- Senior Financial Analyst @ Wachovia Bank - Asset & Wealth Management (September 1999 - June 2001)
- Trust Coordinator @ Wachovia Bank - Asset & Wealth Management (March 1998 - September 1999)
- Investment Executive @ (March 1996 - March 1998)
Mike Jackson Education
- Wake Forest University
Master of Business Administration (MBA)
1998-2001 - University of North Carolina at Chapel Hill
Bachelor of Science Business Administration
1993-1995 - University of North Carolina at Charlotte
(Finance & Accounting)
1991-1993
Mike Jackson Skills
- Alternative Investments
- Investment Management
- Portfolio Management
- Portfolio Optimization
- Equity Valuation
- Long/Short Equity
- Chartered Financial Analyst
- Asset Allocation
- Fundamental Analysis
- Microsoft Excel
- Manager Selection
- Hedge Funds
- Strategy
- Business Analysis
- Equities
- Financial Analysis
- Market Neutral
- Equity Research
- Analysis
- Financial Statement Analysis
- Business Development
- Asset Management
Mike Jackson Summary
- Mike Jackson, based in Chapel Hill, NC, US, is currently a Chief Investment Officer at Phoenix Wealth Advisors, Inc.. Mike Jackson brings experience from previous roles at Phoenix Wealth Advisors, Inc., Thompson Davis & Co., Hambledon, LLC and Franklin Street Partners. Mike Jackson holds a 1998 - 2001 Master of Business Administration (MBA) @ Wake Forest University. With a robust skill set that includes Alternative Investments, Investment Management, Portfolio Management, Portfolio Optimization, Equity Valuation and more. Mike Jackson has 1 emails and 1 mobile phone numbers on RocketReach.
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