About Carl S. Jackson, MBA, CFA
Carl Jackson is a Managing Director and Oxford Investment Fellow® within the Investment Management Group of Oxford Financial Group, Ltd. In this role, he is a lead in sourcing, diligence, execution and management of the Regent Street Partners funds and Co-Investment funds. Carl is a voting member of the Regent Street and Co-Investment Sub-Committees and joined Oxford early in 2021. His expertise includes commercial diligence, lean operations and manager selection. Carl represents Oxford on several boards and advisory councils that oversee investments.
Before joining Oxford, Carl was a member of the private equity team at the State of Indiana Public Retirement System. There he led primary fund and co-investment transactions across various geographies and investment types. Carl managed commercial and operational due diligence.
A graduate of Purdue University, Carl holds a Bachelor of Science degree in Economics with a minor in Philosophy. Carl earned his Master of Business Administration (MBA) with a concentration in Finance from Indiana University (IU) where he remains a mentor. At IU, he was the winner of both the Peterson and Cox fellowships for excellence in finance as well as the Todd B. Richter investment award. Carl earned his Chartered Financial Analyst® designation (CFA® charterholder) in 2019.
Carl is a Fort Wayne, Indiana native and based in Indianapolis, Indiana.
