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Matthew J. Jackson, CFA

Matthew Jackson

Vice President & Portfolio Manager

Matt Jackson is located in Cincinnati, Ohio, and his area of focus is:

Career

Matt Jackson is a Vice President and Portfolio Manager in the Private Client Group where he is responsible for managing client portfolios and developing customized investment strategies.

Jackson joined the firm in 2009 and served as an Investment Associate and Associate Performance Analyst primarily supporting reporting and performance for the firm’s institutional investment strategies. In 2012, he joined the Leveraged Credit team as a Fixed Income Analyst and subsequently held positions of increasing responsibility across credit research, trading, and portfolio management. Most recently, he served as an Assistant Vice President, Assistant Portfolio Manager, and Senior Leveraged Credit Trader. 

 

Education & Designation

Jackson received a BSBA in Finance from Xavier University and holds the Chartered Financial Analyst (CFA) designation. He serves on the Board of Catholic Inner-city Schools Education (CISE).