Team Leaders

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Michael Tenreiro, Vice President

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. 

 

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Bob Carroll, Vice President

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.