Jamie Mackay, CRPC in

Jamie Mackay, CRPC

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President & Chief Operating Officer at SFA Partners
📍 Cumming, Georgia, United States

Jamie Mackay serves as the President and Chief Operating Officer at SFA Partners, where he has progressed through roles including Executive Vice President. A graduate of the University of Connecticut School of Business, he holds the Chartered Retirement Planning Counselor (CRPC) designation and has previous experience with Transamerica and Allianz Life.

He is an active alumnus of the University of Connecticut. Based on his strong ties to the university, he is likely a supporter of their athletic programs and maintains a connection to the school community.

He has authored articles for industry publications like AdvisorHub, sharing his perspective on what drives long-term growth for financial advisors.

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Experience
29 Years
Current Role
President & Chief Operating Officer
Job Level
Leadership
Location
Cumming, Georgia, United States
Personality Overview

How Jamie shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jamie cares about

Advisor Authenticity
Authored an article for AdvisorHub arguing that authenticity, not just efficiency, is the real driver of long-term growth for financial advisors.
Independent Wealth Management
Emphasizes the power of true independence for advisors, cautioning against platforms that gradually introduce restrictions and limit solutions.
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Career

Work history

5-2024
President & Chief Operating Officer
SFA Partners
4-2022
Executive Vice President & Chief Operating Officer
SFA Partners
10-2017 - 4-2022
Vice President Of Business Development
SFA Partners
2009 - 2015
Regional Vice President
Transamerica
2003 - 2009
Regional Vice President
Allianz Life Financial Services, LLC
In the press

Media appearances

SFA Partners Names EVP and Chief Operating Officer. Featured in Altswire
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SFA Partners Commences Next Stage of Growth Vision with Appointment of Industry Veteran Jamie Mackay As President. Featured in PR Newswire
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Education
1989 - 1993
B.S.
University of Connecticut
1989 - 1993
Bachelor of Science (B.S.)
University of Connecticut School of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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