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
- 2024 -now Chief Investment Officer @
- 2016 -2024 Director of Research @
- 2015 -2016 Director of Institutional Equities @
- 2013 -2015 Managing Principal, Chief Investment Officer @ Hambledon, LLC
- 2004 -2013 Senior Portfolio Manager @ Franklin Street Partners
- 2004 -2004 Vice President, Portfolio Strategy @
- 2001 -2004 Portflio Manager @
- 1999 -2001 Senior Financial Analyst @ Wachovia Bank - Asset & Wealth Management
- 1998 -1999 Trust Coordinator @ Wachovia Bank - Asset & Wealth Management
- 1996 -1998 Investment Executive @
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 on RocketReach.
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Top Phoenix Wealth Advisors, Inc. Employees
Mike Jackson
Chief Investment Officer
Chapel Hill, NC, US
Malcolm Migel
Chief Compliance Officer
Kernersville, NC, US
Tom C.
Financial Services Intern
United States
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