Profil
Jackson D.
Breaks II was Senior Account Executive of Merrill Lynch & Co., Inc. He received a BA degree and an MA degree from Purdue University.
Anciens postes connus de Jackson D. Breaks
| Sociétés | Poste | Fin |
|---|---|---|
McGlinn Capital Management, Inc.
McGlinn Capital Management, Inc. Investment ManagersFinance McGlinn Capital Management manages accounts as a team, utilizing a top-down approach. Their equity process allocates assets to sectors that they perceive to have the greatest probability of outperforming the market as a whole and diminishes exposure to market sectors deemed either to be higher risk or lower reward. The firm then establishes target returns; and once achieved, they rotate assets elsewhere using the same process. McGlinn's client portfolios typically differ from the performance benchmark in terms of sector and industry weightings (e.g., S&P 500 and Russell 1000 Value indexes). Their equity process is comprised of three phases: top-down economic, business and financial. McGlinn's fixed income portfolios utilize a risk-adjusted, income-based approach that blends top-down and bottom-up fundamentals and analytical tools. The firm seeks to enhance value through fundamental analysis of financial and economic conditions. They also add value through duration and segment (overweight/underweight) calls, statistical analysis and centralized decision making. | President | 01/02/2005 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | 01/02/1990 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
McGlinn Capital Management, Inc.
McGlinn Capital Management, Inc. Investment ManagersFinance McGlinn Capital Management manages accounts as a team, utilizing a top-down approach. Their equity process allocates assets to sectors that they perceive to have the greatest probability of outperforming the market as a whole and diminishes exposure to market sectors deemed either to be higher risk or lower reward. The firm then establishes target returns; and once achieved, they rotate assets elsewhere using the same process. McGlinn's client portfolios typically differ from the performance benchmark in terms of sector and industry weightings (e.g., S&P 500 and Russell 1000 Value indexes). Their equity process is comprised of three phases: top-down economic, business and financial. McGlinn's fixed income portfolios utilize a risk-adjusted, income-based approach that blends top-down and bottom-up fundamentals and analytical tools. The firm seeks to enhance value through fundamental analysis of financial and economic conditions. They also add value through duration and segment (overweight/underweight) calls, statistical analysis and centralized decision making. | Finance |
















