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John Phoenix
Fondateur chez
Wealth Advisor Growth Network LLC
Profil
John Phoenix is the founder of Wealth Advisor Growth Network LLC, serving as Director & Partner since 2019.
Mr. Phoenix is currently President of AIK2 Insurance Services LLC since 2021.
Former positions include Regional Director at Kemper Financial Services, Inc., Regional Director at Putnam LLC, Managing Director & Head-Marketing at Alexander Capital Management Group LLC, and MD & Independent Advisor-Network Sales at Envestnet, Inc. Education includes an undergraduate degree from Washington & Lee University.
Postes actifs de John Phoenix
| Sociétés | Poste | Début |
|---|---|---|
Wealth Advisor Growth Network LLC
 Wealth Advisor Growth Network LLC Information Technology ServicesTechnology Services Provides financial services | Fondateur | 01/10/2019 |
Anciens postes connus de John Phoenix
| Sociétés | Poste | Fin |
|---|---|---|
| ENVESTNET, INC. | Sales & Marketing | 01/01/2016 |
Putnam LLC
 Putnam LLC Investment ManagersFinance Provides financial services | Corporate Officer/Principal | - |
Kemper Financial Services, Inc.
 Kemper Financial Services, Inc. Investment Banks/BrokersFinance Insurance; brokerage; financial services | Corporate Officer/Principal | - |
Alexander Capital Management Group LLC
 Alexander Capital Management Group LLC Investment ManagersFinance Alexander Capital Management Group's investment philosophy is based on the belief that investments in stock and bond markets can produce attractive rates of return over reasonable time periods. The firm's core philosophy targets high-quality US companies that are selling at reasonable valuations with favorable long-term growth potential. The firm uses traditional investment tools, including sector allocation, fundamental research and stringent buy/sell disciplines, to attempt to achieve benchmark-beating performance with below-market risk scores. Alexander invests primarily in the stocks of US large-cap companies in the electronic technology, retail and health technology sectors. The firm maintains a low turnover rate. Alexander's stock selection process employs a combination of top-down macroeconomic research and bottom-up fundamental security analysis. The investment team is responsible for making the final buy and sell decisions. The firm's sell discipline is based on setting price targets on both the upside and downside. If a stock declines outside of an industry move, the firm will either buy it back to its original weighting or sell. If a stock reaches its upside target, the firm will either increase the target if earnings have increased or set a trailing target below in order to participate in momentum moves. If the stock violates the trailing target, they will sell. If a stock goes over a certain percentage of the portfolio, Alexander will trim the position and re-deploy the proceeds to new issues. | Sales & Marketing | - |
Formation de John Phoenix
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
1
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Kemper Financial Services, Inc.
Kemper Financial Services, Inc. Investment Banks/BrokersFinance Insurance; brokerage; financial services | Finance |
Putnam LLC
Putnam LLC Investment ManagersFinance Provides financial services | Finance |
Alexander Capital Management Group LLC
Alexander Capital Management Group LLC Investment ManagersFinance Alexander Capital Management Group's investment philosophy is based on the belief that investments in stock and bond markets can produce attractive rates of return over reasonable time periods. The firm's core philosophy targets high-quality US companies that are selling at reasonable valuations with favorable long-term growth potential. The firm uses traditional investment tools, including sector allocation, fundamental research and stringent buy/sell disciplines, to attempt to achieve benchmark-beating performance with below-market risk scores. Alexander invests primarily in the stocks of US large-cap companies in the electronic technology, retail and health technology sectors. The firm maintains a low turnover rate. Alexander's stock selection process employs a combination of top-down macroeconomic research and bottom-up fundamental security analysis. The investment team is responsible for making the final buy and sell decisions. The firm's sell discipline is based on setting price targets on both the upside and downside. If a stock declines outside of an industry move, the firm will either buy it back to its original weighting or sell. If a stock reaches its upside target, the firm will either increase the target if earnings have increased or set a trailing target below in order to participate in momentum moves. If the stock violates the trailing target, they will sell. If a stock goes over a certain percentage of the portfolio, Alexander will trim the position and re-deploy the proceeds to new issues. | Finance |
Washington & Lee University
 Washington & Lee University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Envestnet, Inc.
 Envestnet, Inc. Packaged SoftwareTechnology Services Develops wealth management platform | Technology Services |
Wealth Advisor Growth Network LLC
Wealth Advisor Growth Network LLC Information Technology ServicesTechnology Services Provides financial services | Technology Services |
