Jackson Lee

Jackson Lee, CFA, has a diverse work experience in the financial sector. Starting in 2012 at Orion, they held various roles including Accounting Analyst, Junior Investment Research Analyst, Quantitative Investment Research Analyst, Associate Quantitative Portfolio Manager, and Quantitative Portfolio Manager. In 2021, they became a Quantitative Portfolio Manager - Direct Indexing at Orion. In 2022, they joined Vestmark as a Portfolio Manager - Direct Indexing, and quickly advanced to the role of VP, Portfolio Manager - Direct Indexing in 2023.

Jackson Lee, CFA holds a Bachelor of Business Administration (B.B.A.) degree in Finance from Creighton University's Heider College of Business. Jackson has obtained additional certifications including CFA from the CFA Institute in 2017 and Series 65 from the Financial Industry Regulatory Authority (FINRA) in 2015.