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JH

Jerry Hakala

Partner, Director of Research at Clarkston Capital Partners, LLC

Birmingham, MI , United States

About

Jerry Hakala is Partner and Director of Research at Clarkston Capital Partners, LLC in Birmingham, Michigan. As a co-founder, he plays a critical role in shaping the firm's investment philosophy and research process, focusing on delivering disciplined, long-term investment outcomes for clients. He also co-manages the firm's investment disciplines, overseeing portfolio strategy and research integrity.

With nearly two decades of experience in investments, equities, and financial modeling, Jerry Hakala leads the firm's research efforts, specializing in public equity investments—with an emphasis likely on quality-focused, mid- to large-cap U.S. companies based on Clarkston’s core strategies. His responsibilities include fundamental analysis, risk assessment, and guiding the asset allocation frameworks used across Clarkston's portfolios.

Jerry Hakala is a CFA charterholder, highlighting his commitment to the highest standards of investment analysis and ethical practice. As co-founder, he has been instrumental in developing Clarkston Capital Partners’ reputation for intellectual honesty, disciplined research, and client-centric values. His work continues to influence the firm’s patient, value-driven approach in public equity investing and its broader impact within the investment management industry.

Career History

OrganizationRoleDate RangeDetails
Clarkston Capital PartnersPartner, Director of ResearchMar 2004 to Present

Skills & Expertise

Equities
Portfolio Management
Financial Modeling
Investment Strategies
Investments
Bloomberg
Asset Management
Investment Management
Asset Allocation
Strategic Planning
Financial Analysis
Asset Managment
Valuation
Hedge Funds
Mutual Funds
Equity Research

Others at Clarkston Capital Partners, LLC (11)

NameRoleLocation
C
Cole Chewins
Research AnalystEast Lansing, MI , United States
D
Daniel Coble
Research AnalystDetroit, MI , United States
Domenic Curtis
Domenic Curtis
AnalystDetroit, MI , United States
Jake Powers
Jake Powers
PartnerDetroit, MI , United States
Jeffrey Shiffra
Jeffrey Shiffra
PartnerScottsdale, AZ , United States
J
Jeremy Modell
Managing PartnerDetroit, MI , United States
B
Brandon Brooks
Research AnalystRochester, MI , United States
J
Jen Upward
Institutional Reporting AnalystRochester, MI , United States
Phil Olsen
Phil Olsen
AnalystRochester, MI , United States
Salvatore Gianino
Salvatore Gianino
PartnerRochester, MI , United States
Showing 1-10 of 11 team members

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