Jackson is an Assistant Vice President, Investment Analyst in Whittier Trust’s Seattle Office. Jackson supports the Investment Team in client reporting and service, research, and portfolio management. He is also the lead analyst covering the Utility Sector and serves on the Fixed Income Team. In addition, Jackson is on a team within the Investment Department responsible for implementing new processes and workflows to improve efficiency and effectiveness of the department.
Prior to joining Whittier Trust, Jackson worked for a Wealth Management team at RBC as an Investment Associate. In this role, he assisted clients with wealth planning and portfolio management of client accounts.
Jackson obtained a Bachelor of Arts degree with a major in Economics from the University of Washington. He also a CFA Charterholder and is currently an MBA Candidate at the University of Washington Foster School of Business.
Outside of the office, Jackson enjoys road biking, golfing and trying new restaurants in the Seattle area.