Jackson Lewis, CFA

Jackson joined Greycourt in 2022 as an Associate Advisor. In June 2024 he was promoted to Senior Associate Advisor. In this role, he works closely with senior members of the advisory team and associate advisors to analyze and manage client investment accounts, form capital market expectations, as well as prepare capital markets materials for clients and the public. Prior to joining Greycourt, Jackson worked as an Investment Analyst at Columbia Trust Company, where he worked with portfolio managers to manage investment accounts, analyze investments, and monitor capital markets – specifically emerging market equities. He also served as part of a team managing US large cap equity strategies. Jackson graduated from Willamette University with a BA in Economics. He holds an MBA with concentration in Finance from the Atkinson Graduate School of Management, Willamette University. Jackson is a Chartered Financial Analyst (CFA®) Charter holder and a member of the CFA Society of Portland. Chartered Financial Analyst (CFA®) The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management and wealth planning. To be eligible to become a CFA Charter holder, an individual must have a Bachelor’s degree followed by a combination of 4,000 hours work experience and/or higher education and is required to successfully pass three exams. CFA Charter holders become members of the CFA Institute and must comply with the CFA Institute’s Professional Conduct Statement.