James Jackson
Director of Research - Equity at Foundation Investment Management Ltd.
Profile
Mr. James R.
Jackson is a Head of Investment Research at Foundation Investment Management Ltd.
He joined as an Investment Analyst, having previously worked as a mathematics tutor.
He became Head of Investment Research, overseeing all research conducted by the Investment Team.
He provides in-depth analysis across all major asset classes for actively managed investment portfolios and advisory portfolios.
Areas covered are; asset allocation, fund selection, currency positioning, risk management, correlation assessment, portfolio modelling, strategic positioning and stress testing.
Mr. Jackson was employed as an Investment Analyst by R.W.
Harris Ltd.
He holds a BSc Honors (Mathematics with Finance) and MSc (Statistical Mathematics) from the University of Liverpool.
He has the Investment Management Certificate.
James Jackson active positions
| Companies | Position | Start |
|---|---|---|
Foundation Investment Management Ltd.
 Foundation Investment Management Ltd. Investment ManagersFinance Foundation Investment Management Ltd., do-business-as Greystone Wealth Management, is an investment management firm headquartered in Cheshire, UK. The firm was founded in 2012 and is a subsidiary of Greystone Financial Services (Holdings) Ltd., ultimately held by Gelfand, Rennert & Feldman LLC in the US. Greystone Wealth Management manages the Valu-Trac Greystone Funds (VT) and Greystone Wealth Management Portfolios (GWM). | Director of Research - Equity | - |
Former positions of James Jackson
| Companies | Position | End |
|---|---|---|
R.W. Harris Ltd.
 R.W. Harris Ltd. Investment ManagersFinance Founded in 1995, R.W. Harris Ltd. is a British company that provides investment advice. Part of Focus Financial Partners, Inc., the company is based in Altrincham, UK. | Analyst-Equity | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
R.W. Harris Ltd.
R.W. Harris Ltd. Investment ManagersFinance Founded in 1995, R.W. Harris Ltd. is a British company that provides investment advice. Part of Focus Financial Partners, Inc., the company is based in Altrincham, UK. | Finance |
Foundation Investment Management Ltd.
Foundation Investment Management Ltd. Investment ManagersFinance Foundation Investment Management Ltd., do-business-as Greystone Wealth Management, is an investment management firm headquartered in Cheshire, UK. The firm was founded in 2012 and is a subsidiary of Greystone Financial Services (Holdings) Ltd., ultimately held by Gelfand, Rennert & Feldman LLC in the US. Greystone Wealth Management manages the Valu-Trac Greystone Funds (VT) and Greystone Wealth Management Portfolios (GWM). | Finance |
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