Christopher H. Jackson, CFA – Founder and Manager
25+ years as a portfolio manager; Chartered Financial Analyst since 1994
October 1996 to
Brown Brothers Harriman & Co. (BBH&Co.)
New York, NY
Wealth Manager employing bottom-up security analysis & tax-efficient portfolio management.
Senior Vice President/Senior Portfolio Manager.
Personally supervised over $1.7 billion in equity and balanced assets across 35 client relationships - taxable individuals, trusts, and corporate accounts; family L.P.’s; family foundations; traditional and Roth IRA's; charitable lead and remainder trusts; endowments; and corporate retirement plans.
Determined appropriate asset allocation, asset location, security selection and client communications for a broad range of complex client objectives. Counseled clients on sustainable spending, intergenerational family concerns, charitable and personal gifting, concentrated equity positions. Worked closely with BBH Trust Company and outside advisers on trust, tax, estate planning issues.
A leading member of 6-person BBH&Co. Investment Policy Committee which screened a wide array of common stocks and helped to craft the firm-wide Approved List. Chaired Proxy Review Committee.
October 1991 to
Eads & Heald Investment Counsel
Independent investment counsel of three portfolio managers employing top-down security analysis. Portfolio Manager. (6/92 to 9/96)
Personally managed $31 million across 90 client portfolios in equity and balanced assets. Active member of the 3-person investment policy committee deciding strategy and security selection for the firm.
Compliance Supervisor. (1/92 to 9/96)
Operations Associate. (10/91 to 9/96)
University of Virginia, B.A. with Distinction in Economics and History, 1991; Phi Beta Kappa