Andrew Graham, CFA®

Founder, Managing Partner, Portfolio Manager

As a Chartered Financial Analyst® (CFA) charter holder, Andrew applies fundamental research and 35 years of extensive industry experience to manage customized portfolios across multiple asset classes.

He founded Jackson Square Capital after 17 years as a Portfolio Manager and Managing Director at J.P. Morgan Securities. During this time, Andrew also acted as Regional Director for J.P. Morgan Securities’ San Francisco and Seattle region for five years. Previously, he was Senior Managing Director at Credit Suisse First Boston (2000-2002), which had acquired his prior firm, Donaldson, Lufkin & Jenrette (1988–2000). He began his financial services career at Dean Witter in 1984 after earning his BA in Economics from the University of Colorado.

Andrew is described by his JSC colleagues as a fun, nerdy, “get stuff done” hard worker who is passionate and dedicated to being the best in the industry for his clients, inspiring his staff to do the same.

His weekends are often spent with friends and family, including two college-age children, and going on long, desolate trail runs.

Gain access to his expertise daily via our Morning Notes email.