Founder & CEO
Nick Jackson founded Sigma Petroleum Technology in March of 2023, and has served as its Chief Executive Officer since its inception. With a decade of investment experience, he brings deep knowledge and understanding of the asset management space.
Nick started his career at Vanguard as a Derivatives Analyst, working on the trading desk with domestic equity futures, cleared swaps, and various other derivative products. He then joined Hoover Financial Advisors (later merged with Wealth Enhancement Group) and was promoted to Senior Portfolio Manager. Nick was a key member of the investment committee and developed strategies for both public and private markets. Jordan and Nick worked closely during this time to expand the firm’s use of private investments.
Nick has been investing in private assets personally as well. Since 2019 his real estate holding company has purchased more than 40 rental properties across south-central Pennsylvania. He has also made numerous direct investments in private companies. Nick is a graduate of the York College of Pennsylvania, where he received his Bachelor of Science in Finance as well as an MBA with a Finance concentration.
Managing Director
Jordan Montgomery Lewis is a recognized leader in asset management, with a career spanning four decades. In the late 1980s, Jordan led Chicago’s Kemper Financial product group into the top ten for mutual fund managers, variable annuities, and unit investment trusts. In the 90s, he was the number two executive at Putnam Mutual Funds, which, with $100 billion in assets, became the nation’s leading growth fund manager,. Based on that success, Jordan became president of Liberty Mutual’s financial division, including more than $60 billion in assets. Colonial Funds, a Liberty subsidiary, won Barron’s “Fund Group of the Year” in 1996.
Jordan became an advisor to the SEC product committee and FINRA in 2000. In 2007, he joined the Registered Investment Advisory business of Gladstone Associates as an investment banker consultant. This led to Jordan joining Affinity Wealth Management as Chairman of the Investment Committee in 2013. In 2020. Jordan joined Hoover Financial Advisors (later merged with Wealth Enhancement Group) as Chief investment Officer. He joined Sigma Petroleum Technology in April of 2024.
Jordan has led investment teams that outpaced industry results at five successive firms. He is recognized for innovation in tax-managed funds, high-yield investing, international fixed income, and option strategies for market declines. At Affinity and Wealth Enhancement Group, Jordan expanded the use of private investments. These proved crucial in avoiding the market declines of 2022. Jordan is a graduate of the University of North Carolina and has an MBA in Finance and Banking from Duke University. He is the co-author of Management Science in Banking, a graduate level textbook.
Sigma Petroleum Technology
15305 DALLAS PKWY STE 300 .DALLAS. 75252
info@sygmapetroleumtechnology.com
281-888 8604
This Offering is only available to “accredited investors,” as defined by Rule 50l(a) of Regulation D of the Securities Act of 1933, as amended. This Offering is being conducted pursuant to Section 4(a)(2) and/or Rule 506(c) of Regulation D under the Securities Act of 1933, as amended, and pursuant to applicable state laws that provide an exemption for limited private offerings. This Offering is not generally available to the public nor may any offers be made in states or jurisdictions that do not recognize such an exemption.
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