Profilo
Mr. Jesse B. Mackey is a Chief Executive Officer & Chief Investment Officer at 4Thought Financial Group, Inc. As head of the firm's portfolio management operations, he provides the investment planning and portfolio management expertise to aid affiliated financial advisors and partner firms in servicing their clients.
He is the former President/COO of National Network of Accountants Investment Advisors, Inc. and former Investment Specialist at Park Avenue Securities, LLC.
He previously worked with MassMutual Investor Services, AXA Financial, and JPMorgan Chase.
He earned his MBA from Thunderbird School of Global Management in International Securities Investment, International Development, and Entrepreneurship and his Bachelor’s degree from Colgate University in Economics.
He holds the Series 24 and Series 66 Securities/Advisory licenses and is a licensed Life and Health insurance representative.
Posizioni attive di Jesse Brian Mackey
| Società | Posizione | Inizio |
|---|---|---|
4Thought Financial Group, Inc.
4Thought Financial Group, Inc. Investment ManagersFinance 4Thought utilizes Multi-Method Investing® and Risk Premium Capital Allocation (RPCA) in the development and management of investment advisory accounts for clients. By diversifying client portfolios at the level of the investment methodology, the firm attempts to increase the probability that their clients’ personal and investment objectives will be achieved over time. They may construct portfolios by applying one investment methodology towards each investment goal or may include multiple investment methodologies for a single goal, depending on the situation. | Amministratore Delegato | - |
Precedenti posizioni note di Jesse Brian Mackey
| Società | Posizione | Fine |
|---|---|---|
Park Avenue Securities LLC
Park Avenue Securities LLC Investment ManagersFinance PAS offers several investment strategies that involve investing in a wide range of securities and other financial instruments. The firm's investment strategies use strategic and tactical asset allocation. PAS and their independent advisory representatives (IARs) may also offer focused/completion strategies in which portfolios that are concentrated in a certain asset class or deploy a narrow strategy. | Corporate Officer/Principal | 01/03/2012 |
Equitable Distributors LLC
Equitable Distributors LLC Investment Banks/BrokersFinance Part of Equitable Holdings, Inc., Equitable Distributors LLC is a company based in New York, NY. | Corporate Officer/Principal | 01/05/2004 |
Formazione di Jesse Brian Mackey
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Park Avenue Securities LLC
Park Avenue Securities LLC Investment ManagersFinance PAS offers several investment strategies that involve investing in a wide range of securities and other financial instruments. The firm's investment strategies use strategic and tactical asset allocation. PAS and their independent advisory representatives (IARs) may also offer focused/completion strategies in which portfolios that are concentrated in a certain asset class or deploy a narrow strategy. | Finance |
Equitable Distributors LLC
Equitable Distributors LLC Investment Banks/BrokersFinance Part of Equitable Holdings, Inc., Equitable Distributors LLC is a company based in New York, NY. | Finance |
Thunderbird School of Global Management
Thunderbird School of Global Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Colgate University
Colgate University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
4Thought Financial Group, Inc.
4Thought Financial Group, Inc. Investment ManagersFinance 4Thought utilizes Multi-Method Investing® and Risk Premium Capital Allocation (RPCA) in the development and management of investment advisory accounts for clients. By diversifying client portfolios at the level of the investment methodology, the firm attempts to increase the probability that their clients’ personal and investment objectives will be achieved over time. They may construct portfolios by applying one investment methodology towards each investment goal or may include multiple investment methodologies for a single goal, depending on the situation. | Finance |
















