T. Rowe Price has appoints Stephon Jackson to Become Head of T. Rowe Price Investment Management.
Stephon Jackson, Head of T. Rowe Price Investment Management states, “T. Rowe Price has deep experience building and managing strong-performing investment platforms and a history of successfully incorporating business changes that best serve our clients. Leadership and the investment team are confident that TRPIM has the right mix of investment professionals to continue delivering the investment excellence that is the bedrock of our culture.” “Equity and fixed income collaboration has been a foundation of our investment success. Having these particular strategies together within T. Rowe Price Investment Management will enable the equity teams to leverage the high yield team’s fixed income insights, provide the US High Yield Bond Strategy’s team with new access to equity insights and improved corporate access, and retain the US Capital Appreciation Strategy’s ability to tap fixed income trading, which is an important aspect of its investment approach. In addition, bringing a mix of equity strategies that span large-, mid-, and small-cap, as well as growth, core, and value styles, will maximize TRPIM’s ability to generate insights.”
Mr. Jackson is currently the associate head of the U.S. Equity Division and a member of the Equity Steering Committee. Mr. Jackson’s investment experience began in 1986, and he has been with T. Rowe Price since 2007, beginning in the U.S. Equity Division as a portfolio specialist, supporting several U.S. small-cap and mid-cap strategies. After that, he was a director of Equity Research, leading the U.S. Associate Analyst team, and served as a director of Equity Research–Europe in the International Equity Division.
Mr. Jackson is a former member of the International Steering, Equity Research, and Risk Management Oversight Committees. He also is the former chair of MOSAIC, a business resource group that identifies issues and opportunities relevant to talent, business practices, and culture in support of the firm’s diversity and inclusion strategy. Prior to T. Rowe Price, Mr. Jackson was a senior portfolio manager and a managing director with Brown Capital Management, where he managed mid-cap and large-cap growth portfolios. Prior to that, he was a growth portfolio manager and director of equity research with NCM Capital Management.
Mr. Jackson earned a B.S. in business administration from the University of North Carolina, Chapel Hill, where he was a Morehead Scholar, and an M.B.A. from the University of Pennsylvania, The Wharton School. He has earned the Chartered Financial Analyst® designation.
