Mike Jackson Email & Phone Number

Back to my early roots with private clients. Driving all things investment: macroeconomics, portfolio strategy, asset allocation, internal equities, external managers and trading.www.pfinx.comFor important disclosure information, please see the "Social Media Disclosure" link in the "Contact Info" section. Investment Advisory Services offered through Phoenix Financial, Inc., which is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Mike Jackson serves as Director of Research for Phoenix, and Investment Consultant for RJFS. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.www.raymondjames.com

Richmond, Va, Us

Was excited to bring large caps to TD&Co which had a great history as a small cap firm. Continued to manage the Trust Portfolio (large-cap core equity) and ARC (long/short equity) strategies. Began managing an Equity Income strategy in January 2015 that used covered call writing and dividends to generate income, which was slightly different from the process implemented at Franklin Street.www.thompsondavis.com

Launched Hambledon to focus on large cap company research and marketing the Trust Portfolio strategy to institutional investors. In the process of comparing the portfolio to other assets, the strategy had as much in common with equity hedge funds than the S&P, namely in its low beta, downside capture and volatility savings. If a long-only strategy already possessed characteristics of an alternative investment, how much more value could be added if we adjusted the portfolio construction process to allow shorts and leverage? The ARC strategy (long/short equity) launched in August 2014.

Upon arrival, many clients needed equity exposure, but were cautious coming out of the tech bubble. With insight from a strong dedication to client objectives, a few partners asked me to launch a risk-averse equity strategy. With its inception in October 2004, the Trust Portfolio strategy was designed to provide desired equity exposure with significantly less volatility than the S&P 500.Within the first year, I convinced the other members of the Asset Allocation Committee to adopt the Michaud estimation and optimization engine. Throughout my tenure, we tested and integrated updates to market data to arrive at robust estimates by using powerful contrast technology. This led to practical allocations from a resampled optimization process that performed beyond expectations. As the FRB engaged in quantitative easing, fixed income investments yielded very little income. Again, several partners asked me to launch an Equity Income strategy to restore a level a dependable income. The strategy utilized the existing Trust Portfolio research process and began trading in January 2011.www.franklin-street.com

Us

Worked briefly with the outstanding team that subsequently launched RiverFront Investment Group. As mean-variance asset optimization presented significant limitations, and it was my job to find a more productive tool. After lengthy discussions with a series of the most prominent economists in the field, the search led to Michaud resampling. Uncertainty became invaluable.www.riverfrontig.comwww.newfrontieradvisors.com

San Francisco, California, Us

In my first role as a portfolio manager, I worked with a very talented group of investment analysts, trust advisors and estate planners within Wachovia's ultra-high net worth unit. We helped client families in excess of $25 million develop a tax sensitive approach to investments and concentrated holdings. My responsibilities included global asset allocation modeling, large cap company research, core equity portfolio management and performance reporting.www.abbotdowning.com

Measured impact to division income statement from capital allocation, expansion, outsourcing and pricing initiatives.

Assisted trust clients with accounting, investing, tax and related inquiries.

Us

Investment management advisor to nonprofit organizations and corporate retirement plans. Worked with the most outstanding salespeople and personalities in my career.

Master Of Business Administration (Mba)

Bachelor Of Science Business Administration

Finance & Accounting