Jason John McPharlin

Former Portfolio Manager at Rushmore Investment Advisors, Inc.

Jason John McPharlin

Jason John McPharlin

Former Portfolio Manager at Rushmore Investment Advisors, Inc.

Overview
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141

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Golf

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Former Managing Partner at Loomis, Sayles & Company LP

Relationship likelihood: Strong

Former Chief Investment Officer at Level Four Advisory Services LLC

Relationship likelihood: Strong

Former Stockholder at Rushmore Investment Advisors, Inc.

Relationship likelihood: Strong

Former Director-Portfolio Trading & Operations at Rushmore Investment Advisors, Inc.

Relationship likelihood: Strong

Former Portfolio Manager at Rushmore Investment Advisors, Inc.

Relationship likelihood: Strong

Former Vice President at Northstar Capital Management, Inc.

Relationship likelihood: Average

Former Chief Investment Officer at Rushmore Investment Advisors, Inc.

Relationship likelihood: Average

Former Head Trader at Northstar Capital Management, Inc.

Relationship likelihood: Average

Former Senior Vice President at Northstar Capital Management, Inc.

Relationship likelihood: Average

Professional at Howard Financial Services Ltd.

Relationship likelihood: Average

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Jason John McPharlin
Former Portfolio Manager at Rushmore Investment Advisors, Inc.
Education
M.I.M. in Portfolio Management & International Finance

To educate global leaders who create sustainable prosperity worldwide.

B.S. in International Business

Florida Atlantic University (also referred to as FAU or Florida Atlantic) is a public university located in Boca Raton, Florida with five satellite campuses located in the Florida cities of Dania Beach, Davie, Fort Lauderdale, Jupiter, and in Fort Pierce at the Harbor Branch Oceanographic Institution. FAU belongs to the 12-campus State University System of Florida and serves South Florida which has a population of more than three million people and spans more than 100 miles (160 km) of coastline.

Nova Southeastern University, a private, not-for-profit institution, offers a diverse array of innovative academic programs at the undergraduate, graduate, and professional levels, complementing on-campus educational opportunities and resources with accessible distance learning programs, and fostering intellectual inquiry, leadership, and commitment through engagement of students and faculty in a dynamic, life-long learning environment

M.B.A.

The H. Wayne Huizenga School of Business and Entrepreneurship is a business school in Florida, United States, and is accredited by Commission on Colleges of the Southern Association of Colleges and Schools, and internationally by the International Assembly for Collegiate Business Education and the University Council of Jamaica. Named after businessman and philanthropist Wayne Huizenga, the H. Wayne Huizenga School of Business and Entrepreneurship serves over 4,800 bachelors, masters, and doctoral students in a variety of degree programs. The Carl DeSantis Building houses the H. Wayne Huizenga School of Business and Entrepreneurship. It was a significant expansion to Nova Southeastern University and opened its doors in 2004. The design is state of the art. It includes general-purpose classrooms, compressed video/teleconferencing classrooms, a lecture theater, computer labs, multipurpose facilities, conference facilities, business services/copy center, and a full service café as well as administrative and student offices with support facilities.

Career History
Portfolio Manager
2013 - 2014

Banyan Partners, LLC is an independent, fee-only Registered Investment Adviser. Currently managing more than $1 billion in individual and corporate wealth, we provide comprehensive investment management using an opportunistic investment philosophy and prudent risk management.

Portfolio Manager
2011 - 2013

Founded in 1996 by John Vann, Rushmore Investment Advisors, Inc. is a registered investment advisor located in Plano, Texas. The firm is a subsidiary of JVC Financial LLC. They manage pure growth portfolios for institutions, endowments, foundations and high net-worth individuals

Vice President & Portfolio Manager
2003 - Prior

Northstar Capital Management specializes in investments in US large-cap growth companies. The firm employs four investment strategies: Quality Growth Equity, Core Equity, Core Fixed-Income and Municipal Bonds. Though not limited by sector, Northstar tends to invest in the stocks of companies in the technology services, health technology, electronic technology and consumer non-durables sectors. The firm maintains a medium turnover rate.Northstar's Quality Growth Equity strategy uses bottom-up quantitative and qualitative research to identify US companies with high earnings growth. Their quantitative research begins with a screen of 900 US exchange-traded companies with market values greater than $5 billion. They look for companies with stable, above market earnings growth, above market return on equity and attractive relative valuations. Their five specific quantitative criteria include: past earnings per share growth, future projected earnings per share growth, p/e to projected earnings per share growth, return on equity and trailing 4 quarters earnings per share. Companies meeting Northstar's quantitative criteria are then subjected to qualitative evaluation that includes superiority in management, products, distribution, access to markets and business plan implementation. Equity accounts typically hold 25 to 35 positions. A position may be sold if fundamentals are disappointing, there is a new or better opportunity, there is a loss of competitive advantage or for portfolio reallocation.The firm's Large Cap Core Equity strategy employs a bottom-up process that combines multi-factor quantitative stock screening process and fundamental research. The quantitative process identifies a reduced universe of companies with market-cap greater than $1 billion, strong earnings momentum and reasonable valuations. They then perform fundamental research to identify companies with strong financials and positive growth characteristics. Portfolios typically hold more than 35 stocks. A position will be sold if there is a loss of earnings momentum, there is concern over a company's fundamentals, stock price performance deteriorates and if there is excessive valuation.Northstar's Core Taxable Fixed-Income strategy invests across the yield curve and places emphasis on protecting client principal, constructing portfolios with attractive yields and generating a competitive total return. To manage risk, the firm monitors credit risk, duration risk, interest rate risk, economic downgrade risk and default risk. They build portfolios with an emphasis on structure, composition and relative yield and avoid timing interest rates. Northstar's credit selection process begins with a universe of ideas having a market-cap of $5 billion or more and earnings growth ranking in the top 25% of companies. This universe is screened to identify companies with a favorable revenue, debt-to-capital, cash flow from operations (cfo)-to-debt and interest coverage profile. They then look for companies with transparent and strong business models, management with debt friendly track records and a competitive market/product position. Northstar typically invests in agency, asset-backed, corporate, mortgage and US Treasury bonds/notes.Northstar's Municipal Bond strategy invests across the yield curve with emphasis on protecting client principal and maximizing income flow. They build portfolios with an emphasis on structure and relative yield. Portfolio structures include ladders, bullets and barbells. Northstar favors a laddered approach to portfolio structure. They consider sector yields, volatility and the economic environment, as well as the investment's risk, liquidity and quality. Their tax-exempt strategy focuses on high and predictable cash flow and it attempts to be duration neutral at plus or minus 10% of the client's stated benchmark. Portfolios are structured to overweight liquid, high quality bonds rated AA or better.

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