Jackson Vena

Jackson Vena is an Investment Analyst at Whittier Trust Company, where he has served since February 2021. In his current role, he is responsible for conducting in-depth investment research, supporting portfolio construction, and analyzing market trends to optimize client asset allocations. His work primarily supports high-net-worth individuals and family offices, with a focus on diverse asset classes.

Vena specializes in evaluating opportunities across a range of traditional and alternative investments, drawing on expertise in equities, fixed income, and multi-asset portfolios. His analytical approach contributes to strategy development and ongoing portfolio monitoring, ensuring that clients benefit from tailored solutions in line with their long-term objectives.

Prior to joining Whittier Trust, Vena was a Client Associate at RBC Wealth Management, where he developed foundational skills in client service and investment operations. He holds a Bachelor of Arts in Economics from the University of Washington, equipping him with a strong grounding in economic theory and quantitative analysis relevant to the investment management industry.