Jen Upward

Jen Upward is the Director of Institutional Client Reporting at Clarkston Capital Partners, LLC, based in Rochester, Michigan. In her current role, she is responsible for managing institutional client reporting and supporting investor relations initiatives, ensuring timely and accurate information delivery to institutional clients. Her key responsibilities include oversight of investment performance reports, client communications, and coordinating between internal investment teams and clients.

Jen plays a central role in Clarkston Capital Partners’ reporting functions, which support the firm’s focus on long-term, disciplined equity investment strategies across a variety of sectors, including consumer staples, financial services, healthcare, and industrials. She is experienced in supporting institutional portfolios that span public equities, particularly U.S.-listed companies, as reflected in the firm's core holdings and reporting activity.

Prior to joining Clarkston Capital Partners in 2017, Jen served as Executive Assistant at Rizvi Traverse Management for nearly a decade, where she honed her organizational and client service skills. She holds a Bachelor of Science in Business Administration and Management from Madonna University, underpinning her expertise in business operations and client relations. Her contributions have been integral to the firm's reputation for diligence and transparency in institutional reporting and investor communications.