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Dave Jackson
Vice President - Portfolio Manager and Trader at Simplify Asset Management Inc.
About
Dave Jackson serves as Vice President, Portfolio Manager, and Trader at Simplify Asset Management, where he oversees portfolio construction and trading strategies for institutional-grade alternative investment products, primarily within the ETF space. His work centers on innovative approaches to portfolio management and quantitative investment strategies, with a particular focus on multi-strategy and alternatives ETFs, including areas such as derivatives, volatility, and risk-managed equity solutions.
Before joining Simplify, Dave held senior equity trading roles at PIMCO, where he specialized in equities trading, and worked as a business development and strategy consultant at FlexIt Fitness, reflecting his broad expertise in both investment management and strategic advisory capacities. His career highlights include contributing to product development and the management of complex multi-asset portfolios in highly regulated environments.
Dave holds an MBA from Columbia University and a BA in Business Administration (Finance) from California State University, Fullerton, underpinning his strong analytical and quantitative skills. His extensive experience and thought leadership have been instrumental in advancing alternative investment strategies for institutional and retail portfolios.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Simplify | Vice President - Portfolio Manager and Trader | Feb 2022 to Present | Simplify Asset Management was founded in 2020 to help advisors tackle the most pressing portfolio challenges with an innovative set of options-based strategies. By accounting for real-world investor n... |
| FlexIt Fitness | Business Development and Strategy Consultant | Aug 2021 to Oct 2021 | Contracted with a pre-Series A fitness tech company as Business Development and Strategic Partnerships Consultant:
Establish strategy for business development and manage key partnerships with brands ... |
| PIMCO | Vice President, Equities Trading | Jan 2018 to Jan 2020 | Member of the equities trading team covering strategies such as active equity long/short, multi-asset, quantitative and passive, across funds and separate accounts, for retail and institutional client... |
| PIMCO | Manager, Senior Trading Associate - Equities | Jan 2015 to Jan 2018 | — |
| PIMCO | Trading Associate - Equities | Jan 2012 to Jan 2015 | — |
| PIMCO | Portfolio Operations Associate | Jan 2010 to Jan 2011 | Spearheaded the initial build and growth of the Operations group upon launch of the firm’s equity business. Streamlined processes between the trading platform and accounting systems. Designed models f... |
| State Street | Operations Analyst | Jan 2006 to Jan 2010 | Led team responsible for providing corporate action and proxy vote due diligence & analysis to asset management clients. Established processes for reconciliation between counterparties & custodian ban... |
Education
Columbia University in the City of New York
Master of Business Administration (MBA)
2019 — 2021
California State University, Fullerton
BA in Business Administration, Finance
Skills & Expertise
Others at Simplify Asset Management Inc. (7)
| Name | Role | Location |
|---|---|---|
K Ken Miller | Portfolio Manager | Los Angeles, CA , United States |
 | Portfolio Manager and Chief Strategist | CA , United States |
 | Portfolio Manager | Hoboken, NJ , United States |
 | Vice President and Portfolio Manager, Quantitative Investment Strategies (QIS) | Atlanta, GA , United States |
 | Portfolio Manager | United States |
 | Managing Partner | Laguna Beach, CA , United States |
 | Chief Investment Officer | Las Vegas, NV , United States |
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