Jackson Lewis, CFA

Jackson joined Greycourt in 2022 as an Associate Advisor, before being promoted to Senior Associate Advisor in 2024 and Advisor in early 2026. His work includes client-specific portfolio design, tax-efficient portfolio management, capital markets research, and investment modeling. Jackson is part of a team that formulates long-term capital market expectations for Greycourt’s clients, and he is a voting member of Greycourt’s investment committee. Prior to Greycourt, Jackson worked as an investment analyst for Columbia Trust Company, where his primary responsibilities were multi-asset portfolio management, U.S. large cap equity research, and emerging market portfolio strategy research.

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.