Cindy
L. Jackson CFA
Vice President
- Investments
Cindy L. Jackson’s duties primarily involve the active management of the fixed income portfolio. She is responsible for the credit research, asset and sector allocations, duration analysis and trading for these portfolios. Portfolio construction starts with a focus on diversification within the investment grade segment of the market. Her top-down approach overlays a viewpoint on the economic framework that guides the direction of credit and valuation work to form specific portfolios. This is primarily achieved by having exposure to U.S. Government Treasury bonds, Agency bonds and high quality corporate positions. Mortgage and high-yield bond exposure is not incorporated. Value is added to the portfolio through duration management, specific credit research, sector allocation and technical analysis to assist in the trading process. Cindy also utilizes her extensive research skills, portfolio management experience and technical analysis capabilities to provide assistance on equity management, asset allocation and overall market strategy.
|  |
| Prior to joining the firm, she was a Managing Director of Mason Street Advisors (investment management subsidiary of Northwestern Mutual Life Insurance Company) from 1990 to 2005. While there, Cindy managed the large capitalization portion of the company’s Foundation, general account assets and Long Term Care portfolios which maintained a Large Capitalization core investment discipline, focusing on higher-quality U.S. companies. Total assets under her management exceeded $2 billion dollars, and she was a team leader of four financial analysts. She also provided portfolio management assistance for the pension fund and the Mason Street Asset Allocation mutual fund. Cindy’s asset allocation responsibilities required direct responsibility for all asset classes, including investment strategy of the fixed income portion of the multi-asset portfolios. She achieved top quartile performance on a multi-year basis. From 1989 to 1990 Cindy’s experience included fixed income research and trading for the State Teachers Retirement System of Ohio. She received a BBA from the University of Wisconsin-Eau Claire in 1981 and an MBA from the University of Wisconsin-Madison with a concentration in investments in 1988. She holds a Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Milwaukee. Prior to graduate school, Cindy was an Audit Officer focusing on bank audits and trust reviews of First Wisconsin banks in the state of Wisconsin. |
- 1990 to 2005, Mason Street Advisors (aka Northwestern Investment Management)
- 1989 to 1990, State Teachers Retirement System of Ohio
- 1981 to 1987, First Wisconsin Corp. - now U.S. Bancorp
- UW- Madison MBA 1988
- UW- Eau Claire, BBA 1981
- Chartered Financial Analyst
- CFA Institute and Milwaukee CFA Society Member
©2003 All Rights Reserved. Arcataur Capital Management
LLC, a registered/licensed advisor.
Please read the important information
under Privacy Policy and Terms of Use. |
