John Phoenix

Founder at

Wealth Advisor Growth Network LLC

Finance

Technology Services

Consumer Services

Profile

John Phoenix is the founder of Wealth Advisor Growth Network LLC, serving as Director & Partner since 2019.
Mr. Phoenix is currently President of AIK2 Insurance Services LLC since 2021.
Former positions include Regional Director at Kemper Financial Services, Inc., Regional Director at Putnam LLC, Managing Director & Head-Marketing at Alexander Capital Management Group LLC, and MD & Independent Advisor-Network Sales at Envestnet, Inc. Education includes an undergraduate degree from Washington & Lee University.

John Phoenix active positions

Companies	Position	Start
Wealth Advisor Growth Network LLC Wealth Advisor Growth Network LLC Information Technology ServicesTechnology Services Provides financial services	Founder	30/09/2019

All active positions of John Phoenix

Former positions of John Phoenix

Companies	Position	End
ENVESTNET, INC.	Sales & Marketing	31/12/2015
Putnam LLC Putnam LLC Investment ManagersFinance Provides financial services	Corporate Officer/Principal	-
Kemper Financial Services, Inc. Kemper Financial Services, Inc. Investment Banks/BrokersFinance Insurance; brokerage; financial services	Corporate Officer/Principal	-
Alexander Capital Management Group LLC Alexander Capital Management Group LLC Investment ManagersFinance Alexander Capital Management Group's investment philosophy is based on the belief that investments in stock and bond markets can produce attractive rates of return over reasonable time periods. The firm's core philosophy targets high-quality US companies that are selling at reasonable valuations with favorable long-term growth potential. The firm uses traditional investment tools, including sector allocation, fundamental research and stringent buy/sell disciplines, to attempt to achieve benchmark-beating performance with below-market risk scores. Alexander invests primarily in the stocks of US large-cap companies in the electronic technology, retail and health technology sectors. The firm maintains a low turnover rate. Alexander's stock selection process employs a combination of top-down macroeconomic research and bottom-up fundamental security analysis. The investment team is responsible for making the final buy and sell decisions. The firm's sell discipline is based on setting price targets on both the upside and downside. If a stock declines outside of an industry move, the firm will either buy it back to its original weighting or sell. If a stock reaches its upside target, the firm will either increase the target if earnings have increased or set a trailing target below in order to participate in momentum moves. If the stock violates the trailing target, they will sell. If a stock goes over a certain percentage of the portfolio, Alexander will trim the position and re-deploy the proceeds to new issues.	Sales & Marketing	-

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Linked companies

Private companies	6
Kemper Financial Services, Inc. Kemper Financial Services, Inc. Investment Banks/BrokersFinance Insurance; brokerage; financial services	Finance
Putnam LLC Putnam LLC Investment ManagersFinance Provides financial services	Finance
Alexander Capital Management Group LLC Alexander Capital Management Group LLC Investment ManagersFinance Alexander Capital Management Group's investment philosophy is based on the belief that investments in stock and bond markets can produce attractive rates of return over reasonable time periods. The firm's core philosophy targets high-quality US companies that are selling at reasonable valuations with favorable long-term growth potential. The firm uses traditional investment tools, including sector allocation, fundamental research and stringent buy/sell disciplines, to attempt to achieve benchmark-beating performance with below-market risk scores. Alexander invests primarily in the stocks of US large-cap companies in the electronic technology, retail and health technology sectors. The firm maintains a low turnover rate. Alexander's stock selection process employs a combination of top-down macroeconomic research and bottom-up fundamental security analysis. The investment team is responsible for making the final buy and sell decisions. The firm's sell discipline is based on setting price targets on both the upside and downside. If a stock declines outside of an industry move, the firm will either buy it back to its original weighting or sell. If a stock reaches its upside target, the firm will either increase the target if earnings have increased or set a trailing target below in order to participate in momentum moves. If the stock violates the trailing target, they will sell. If a stock goes over a certain percentage of the portfolio, Alexander will trim the position and re-deploy the proceeds to new issues.	Finance
Washington & Lee University Washington & Lee University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Envestnet, Inc. Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform	Technology Services
Wealth Advisor Growth Network LLC Wealth Advisor Growth Network LLC Information Technology ServicesTechnology Services Provides financial services	Technology Services