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.

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.

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.

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.

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.

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.

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