Courses: 3043
Jesse Mackey is the Chief Executive Officer/ Chief Investment Officer and a shareholder of 4Thought Financial Group. As head of the firm's portfolio management operations, Jesse provides the investment planning and portfolio management expertise to aid affiliated financial advisors and partner firms in servicing their clients. He is also director of the economic theory, research, and publishing conducted at the firm.
Jesse is the former President/COO of National Network of Accountants Investment Advisors, Inc. and former Investment Specialist at Park Avenue Securities, LLC. He previously worked with MassMutual Investor Services, AXA Financial, and JPMorgan Chase. In connection with his involvement in economic theory and research, Jesse has been published through multiple venues, including the the Journal of Financial Planning; CPA Journal; The National Conference of CPA Practitioners (NCCPAP) Journal of the CPA Practitioner; AdvisorFYI.com; FREE Magazine; and others.
Jesse earned his MBA from Thunderbird School of Global Management in International Securities Investment, International Development, and Entrepreneurship and his Bachelor’s degree from Colgate University in Economics. He holds the Series 24 and Series 66 Securities/Advisory licenses and is a licensed Life and Health insurance representative.
An avid traveler, Jesse has visited a variety of countries on 5 continents throughout his career and studies. He speaks English and German. He has also authored a science fiction novel with underlying themes of economic development and human advancement entitled Phoenix in Flames. Jesse and his family live in Huntington, NY. He spends his free time with family and friends between the US and Germany, and enjoys the outdoors.