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Jerry Hakala
Partner, Director of Research at Clarkston Capital Partners, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Clarkston Capital Partners | Partner, Director of Research | Mar 2004 to Present | — |
Skills & Expertise
Others at Clarkston Capital Partners, LLC (11)
| Name | Role | Location |
|---|---|---|
C Cole Chewins | Research Analyst | East Lansing, MI , United States |
D Daniel Coble | Research Analyst | Detroit, MI , United States |
| Analyst | Detroit, MI , United States | |
| Partner | Detroit, MI , United States | |
| Partner | Scottsdale, AZ , United States | |
J Jeremy Modell | Managing Partner | Detroit, MI , United States |
B Brandon Brooks | Research Analyst | Rochester, MI , United States |
J Jen Upward | Institutional Reporting Analyst | Rochester, MI , United States |
| Analyst | Rochester, MI , United States | |
| Partner | Rochester, MI , United States |
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| Chief Investment Officer | Schwartz Investment Counsel Inc. | Detroit, MI , United States | |
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