Portfolio Management Team Leader: Michael Tenreiro
Michael Tenreiro (BS, MBA, Series 65), with 20+ years of experience as a securities analyst, is our Co-Portfolio Manager. He works with Julie Jason, our Chief Investment Officer, to lead the portfolio management team in structuring, monitoring and managing customized portfolios for our clients. Michael has been with Jackson, Grant since 2012.
Client Service Team Leader: Bob Carroll
Bob Carroll (BA, MBA, Series 65) is our Operations Manager. He and the operations team handle all client service inquiries, trading and cash movement, internal and external reporting and technology needs at the firm. Bob has been with Jackson, Grant since 2013.
Business Development Team Leader: Dan van Rooyen
Dan van Rooyen (BA, MBA, Series 65) started with Jackson, Grant in 2011 as the firm's Client Service and Operations Manager and now leads our internal strategic initiatives and external business development efforts. He is charged with the goal of carefully and steadily growing the firm.