Mr Trevor Jackson

Managing Director, Portfolio Advisory at Aksia

Speaker

Mr. Jackson is a Managing Director on the Portfolio Advisory team and has over 24 years of investment experience working with multi-asset investment portfolios, including alternative and traditional asset classes. He is responsible for alternative investment programs in the Americas and focuses on portfolio construction and manager selection, providing customized investment recommendations and regular portfolio updates across alternative investment programs. Prior to joining Aksia in 2021, Trevor was a Senior Consultant at AndCo Consulting, where he was responsible for working with institutional clients on the development, implementation, monitoring of multi-asset, multi-strategy investment portfolios. This included the development of private market portfolio allocations from the initial portfolio asset allocation decisions to investment portfolio pacing models to manager selection/sourcing and ongoing oversight. Additionally, Trevor spent over 17 years prior working at various investment firms including Summit Strategies Group, Wilshire Associates, and Harris myCFO.