Steph Jackson
Corporate Officer/Principal at T. ROWE PRICE GROUP INC.
Net worth: 9 M $ as of 2024-04-29
Profile
Mr. Stephon A.
Jackson, CFA MBA, is a Head at T.
Rowe Price Investment Management, Inc. and a Head-Investment Management & Vice President at T.
Rowe Price Group, Inc. He is on the Board of Directors at UNC Management Co., In
Mr. Jackson's investment experience began in 1986, and he has been with T.
Rowe Price since 2007, beginning as a Portfolio Specialist, supporting several U.S.
small-cap and mid-cap strategies, in the T.
Rowe Price Associates U.S.
Equity Division.
After that, he was a Director of Equity Research, leading the U.S.
Associate Analyst team and the European Equity Research team in London.
Most recently, Mr. Jackson was the Associate Head of the U.S.
Equity Division.
Prior to T.
Rowe Price, Mr. Jackson was a Senior Portfolio Manager and a managing director with Brown Capital Management, where he managed mid-cap and large-cap growth portfolios.
Prior to that, he was a growth Portfolio Manager and Director of Equity Research with NCM Capital Management.
Mr. Jackson earned a B.S.
in business administration from the University of North Carolina, Chapel Hill and an M.B.A.
from the University of Pennsylvania, The Wharton School.
He also has earned the Chartered Financial Analyst designation.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
T. ROWE PRICE GROUP
0.04% | 2024-01-30 | 84,699 ( 0.04% ) | 9 M $ | 2024-04-29 |
Steph Jackson active positions
Companies | Position | Start |
---|---|---|
T. ROWE PRICE GROUP INC. | Corporate Officer/Principal | 2006-12-31 |
T. Rowe Price Investment Management, Inc.
T. Rowe Price Investment Management, Inc. Investment ManagersFinance T. Rowe Price Investment Management, Inc. (Price IM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned subsidiary of T. Rowe Price Associates, Inc., which itself is a wholly owned subsidiary of T. Rowe Price Group, Inc. (NASDAQ: TROW). Price IM provides discretionary investment advisory services to institutional and individual investors worldwide. The firm also serves as investment subadvisor to mutual funds sponsored by insurance companies, banks, and other third-party financial institutions. | President | 2020-12-31 |
UNC Management Co., Inc.
UNC Management Co., Inc. Investment ManagersFinance UNC Management Co., Inc. is a non-profit organization based in Chapel Hill, NC, with subsidiaries in the United States. The private company provides investment management services to the University of North Carolina system, its constituent institutions, and their affiliated endowments and foundations. UNC Management Company manages the long-term assets of its investors through the UNC Investment Fund, a commingled investment vehicle with assets of over $10 billion. Additionally, the company provides investment management and administrative services to other investment vehicles that support the University of North Carolina at Chapel Hill. The CEO of the company is Jonathon King. | Director/Board Member | - |
Former positions of Steph Jackson
Companies | Position | End |
---|---|---|
T. Rowe Price Associates, Inc. (Investment Management)
T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Director of Research - Equity | 2020-03-31 |
Brown Capital Management LLC
Brown Capital Management LLC Investment ManagersFinance Brown Capital Management LLC (BCM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded by Eddie C. Brown in 1983 and is solely owned by Brown Capital Management Holdings, Inc., which is owned by Brown Capital Management Esop Trust. BCM provides professional investment management services to institutions and individuals. | Analyst-Equity | 2007-12-30 |
The Abell Foundation, Inc.
The Abell Foundation, Inc. Investment ManagersFinance The Abell Foundation, Inc. operates as a grantmaking foundation. The foundation's program areas include education, health & human services, criminal justice and addictions, workforce development, community development, arts & culture and conservation & environment. Abell Foundation was founded on December 31, 1953 and is located in Baltimore, MD. | Director/Board Member | - |
NCM Capital Management LLC
NCM Capital Management LLC Investment ManagersFinance NCM Capital Management LLC (NCM) is an independent, SEC-registered investment advisor headquartered in Ramsey, New Jersey. The firm was founded by Nicholas “Nick” LaVerghetta in 2009. NCM provides fee-based financial planning and portfolio management services to individual investors, trusts, estates, charitable organizations, foundations, pension and profit-sharing plans and various businesses. | Corporate Officer/Principal | - |
Baltimore Community Foundation
Baltimore Community Foundation Miscellaneous Commercial ServicesCommercial Services Baltimore Community Foundation manages charitable funds. It works in partnership with other foundations, public agencies and the business sector, bringing a consistent voice of leadership to critical civic issues. It has assets of $194 million, which comprises more than 500 different charitable funds. Baltimore Community Foundation was founded in 1972 and is located in Baltimore, MD | Director/Board Member | - |
Training of Steph Jackson
University of Pennsylvania | Masters Business Admin |
The University of North Carolina at Charlotte | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
T. ROWE PRICE GROUP INC. | Finance |
Private companies | 7 |
---|---|
Brown Capital Management LLC
Brown Capital Management LLC Investment ManagersFinance Brown Capital Management LLC (BCM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded by Eddie C. Brown in 1983 and is solely owned by Brown Capital Management Holdings, Inc., which is owned by Brown Capital Management Esop Trust. BCM provides professional investment management services to institutions and individuals. | Finance |
Baltimore Community Foundation
Baltimore Community Foundation Miscellaneous Commercial ServicesCommercial Services Baltimore Community Foundation manages charitable funds. It works in partnership with other foundations, public agencies and the business sector, bringing a consistent voice of leadership to critical civic issues. It has assets of $194 million, which comprises more than 500 different charitable funds. Baltimore Community Foundation was founded in 1972 and is located in Baltimore, MD | Commercial Services |
T. Rowe Price Associates, Inc. (Investment Management)
T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Finance |
NCM Capital Management LLC
NCM Capital Management LLC Investment ManagersFinance NCM Capital Management LLC (NCM) is an independent, SEC-registered investment advisor headquartered in Ramsey, New Jersey. The firm was founded by Nicholas “Nick” LaVerghetta in 2009. NCM provides fee-based financial planning and portfolio management services to individual investors, trusts, estates, charitable organizations, foundations, pension and profit-sharing plans and various businesses. | Finance |
T. Rowe Price Investment Management, Inc.
T. Rowe Price Investment Management, Inc. Investment ManagersFinance T. Rowe Price Investment Management, Inc. (Price IM) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned subsidiary of T. Rowe Price Associates, Inc., which itself is a wholly owned subsidiary of T. Rowe Price Group, Inc. (NASDAQ: TROW). Price IM provides discretionary investment advisory services to institutional and individual investors worldwide. The firm also serves as investment subadvisor to mutual funds sponsored by insurance companies, banks, and other third-party financial institutions. | Finance |
UNC Management Co., Inc.
UNC Management Co., Inc. Investment ManagersFinance UNC Management Co., Inc. is a non-profit organization based in Chapel Hill, NC, with subsidiaries in the United States. The private company provides investment management services to the University of North Carolina system, its constituent institutions, and their affiliated endowments and foundations. UNC Management Company manages the long-term assets of its investors through the UNC Investment Fund, a commingled investment vehicle with assets of over $10 billion. Additionally, the company provides investment management and administrative services to other investment vehicles that support the University of North Carolina at Chapel Hill. The CEO of the company is Jonathon King. | Finance |
The Abell Foundation, Inc.
The Abell Foundation, Inc. Investment ManagersFinance The Abell Foundation, Inc. operates as a grantmaking foundation. The foundation's program areas include education, health & human services, criminal justice and addictions, workforce development, community development, arts & culture and conservation & environment. Abell Foundation was founded on December 31, 1953 and is located in Baltimore, MD. | Finance |
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