by Makayla Jamison | Jun 29, 2023
Following in my father’s footsteps, I’ve spent my entire career in the financial services sector, spanning equity trading, equity management, hedge fund management, and institutional investment consulting. As my career evolved, I was fortunate to meet a group of...
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,...
by Makayla Jamison | Jun 26, 2023
Ever since I was young, I have been interested in the markets. I find the psychology behind the markets fascinating. Over the course of my early career, my interests have evolved from focusing on the granular aspects of wealth management to the larger picture of how...
by Makayla Jamison | Jun 26, 2023
There wasn’t one specific moment that made me want to work in wealth management. It was a slow discovery in which I realized that I wanted to apply my own skills to truly help families rather than simply trying to sell them products. I love helping our clients...
