by Makayla Jamison | Jun 29, 2023
My parents came from humble beginnings and achieved a level of success their parents never experienced. They needed someone to teach them how to invest, grow, and maintain their hard-earned wealth. I want to help clients in the same way I wish someone had helped my...
by Makayla Jamison | Jun 29, 2023
At 16, I found out that my family had purchased a few shares of stock when I was just born. I was able to see how wealth can be utilized to create more wealth. After that, I knew I wanted to better understand wealth management and be a part of helping others...
by Makayla Jamison | Jun 29, 2023
In my career, I have met with roughly 4,000 investment firms across all alternative investments and private markets and managed commitments totaling nearly $7 billion. I’ve led due diligence on over 100 funds including hedge funds, real assets, private credit,...
