Jackson Sattervall

Jackson Sattervall, CFA, serves as an Investment Analyst at NorthRock Partners in Minneapolis, MN, where he is responsible for investment research, capital markets analysis, and client investment management. His role includes performing due diligence on investment opportunities, implementing portfolio allocations, and contributing to the development of investment strategies across equities, fixed income, alternatives, and private markets.

Prior to this, Jackson advanced from Investment Associate to Analyst at NorthRock Partners, deepening his expertise in portfolio construction and asset allocation. He began his career as a Valuation Analyst at CliftonLarsonAllen (CLA), focusing on financial modeling and business valuation for private companies, which honed his analytical skills and understanding of market dynamics.

Jackson holds a Bachelor's degree in Finance from the University of St. Thomas - Opus College of Business and is a CFA charterholder. His professional focus spans traditional and alternative asset classes, with a particular emphasis on multi-asset portfolio construction and client-focused investment solutions within the private wealth management sector.