Brian Harvey's Professional Contact Details

Brian Harvey's Current Company Details

Jackson Creek manages equity portfolios for institutional asset allocators via separately managed accounts as well as a full range of financial planning and wealth advisory for high-net-worth individuals. The c...
Jackson Creek manages equity portfolios for institutional asset allocators via separately managed accounts as well as a full range of financial planning and wealth advisory for high-net-worth individuals. The company was formed in 2020, but we have been managing client portfolios with the same process for up to 25 years. Th firm is registered with the Securities and Exchange Commission as an investment advisor under the Investment Advisors Act of 1940.
financial planning
wealth management
portfolio management
institutional equity
investment management
financial services

Brian Harvey's Work History and Education

Jackson Creek Investment Advisors
Senior Investment Analyst
2020 - Present
361 Capital, a division of Hamilton Lane
Senior Equity Analyst
2016 - 2020 • 4 years
Wm Smith & Co.
Research Associate
2004 - 2006 • 2 years
AT&T
Special Projects Agent
1999 - 2004 • 5 years

Others Named Brian Harvey

Wholesale Account Manager at Duke Energy Corporation
Executive Consultant at Cobalt Recruitment
Sales Professional at AutoNation
Sr. Manager, Place-Based Training and Scholarships at NeighborWorks America
Director of Personal Trainers/Master Personal Trainer at The Club

Frequently Asked Questions about Brian Harvey


What company does Brian Harvey work for?

Brian Harvey works for Jackson Creek Investment Advisors.

What is Brian Harvey's role at Jackson Creek Investment Advisors?

Brian Harvey's role at Jackson Creek Investment Advisors is Senior Investment Analyst.

What is Brian Harvey's email address?

Brian Harvey's email address is b**@jacksoncreekinvest.com.

What is Brian Harvey's business email address?

Brian Harvey's business email address is b**@jacksoncreekinvest.com.

What is Brian Harvey's direct mobile number?

Brian Harvey's direct mobile number is (303) XXX-XXXX.

What industry does Brian Harvey work in?

Brian Harvey works in the Investment Management industry.

Who are Brian Harvey's colleagues?

Brian Harvey's colleagues are John Riddle, Chris McQuillan, Mark Jaeger and Troy Hansen.

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