Andrew Graham, CFA®
Founder, Managing Partner, Portfolio Manager
As Portfolio Manager, Andrew applies fundamental research and 35 years of extensive industry experience to manage customized portfolios across multiple asset classes. He is a Chartered Financial Analyst® (CFA) charter holder, registered advisor with the NFL Players Association’s Registered Player Financial Advisor Program, and his insights have been featured in WSJ, Forbes, Reuters and Barrron’s.
Andrew started Jackson Square Capital in 2019, after spending 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. 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 colleagues as a fun, nerdy, and extremely dedicated leader whose commitment to being the best in the industry for his clients inspires everyone around him 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.
Joy Budnik, CFP®
Joy works with high net worth individuals and families across all areas of their financial lives, providing customized wealth planning and executive services that work in tandem with the firm’s core investment strategies. Joy is a CERTIFIED FINANCIAL PLANNER™ professional, who is dedicated to helping clients achieve life goals via thoughtful financial planning.
Joy graduated with honors from the University of California at Santa Barbara in 2013 with a dual degree in Psychology and Sociology, and a minor in Education. A founding member of the JSC team, Joy joined the firm after having been a member of Andrew’s team at J.P. Morgan from January 2017 until March 2019. In addition to her client-facing role, Joy is focused on technology, privacy protection and the digital client experience at JSC.
Joy’s teammates describe her as detail-oriented, an effective juggler of many projects, honest, and a bit nerdy(!).
A Bay Area native, Joy loves to be outdoors and explore new places. In her free time, she also volunteers with the Bay Area Financial Education Foundation (BAFEF) teaching financial education coursework at local high schools.
Series 66, Series 7
Michael works directly with clients in all facets of the ﬁrm’s capabilities in wealth advice, investment management, and executive services. He directs the client on-boarding process, provides ongoing account maintenance and responds to all client service requests.
Michael graduated from Loyola Marymount University with a degree in Finance and an emphasis in Business Law. After interning and working part-time for small independent advisors while completing his senior year of classes, Michael started his professional career at J.P. Morgan Securities in 2016 as a Client Associate in San Francisco. During this time, he focused on Fixed Income Securities and Portfolio Hedging. He now brings that focus to Jackson Square in monitoring client bond portfolios and overarching portfolio analytics.
JSC teammates describe Michael as a professional, hardworking sage (with great hair!), listening and absorbing in the background until he can chime in with words that cut to the core of the conversation at hand.
A Northern California native now living in San Francisco, Michael enjoys golf, long-distance cycling, movies, and a good happy hour in his free time.
Chief Compliance Officer
Stacy ensures all areas of compliance for our practice. She has over 20 years of experience in the financial industry, 12 of which are in the field of compliance. She has worked with broker-dealers, investment advisors, and institutional clients at CitiGroup, Smith Barney, D.A. Davidson, and M Securities. Her background in compliance and regulatory audits; and her passion for organization are tremendous assets to Jackson Square. “I enjoy taking the fear of doing something wrong with regulators off the shoulders of advisors.”
An Oregon native, Stacy, her husband, and teenage daughter reside in Portland and are an avid basketball family.
Cannon partners closely with clients to understand their unique profile and to formulate risk-conscious plans to meet personal needs and goals. Additionally, he serves as the direct point of contact for JSC’s strategic partnerships including tax advisors, estate attorneys, trust officers, and third party fiduciaries.
Cannon graduated from the University of North Carolina at Chapel Hill with degrees in Mathematics and Linguistics. Before joining the JSC team, he supported the management team at Merrill Lynch’s San Francisco office and then spent several years at J.P. Morgan Securities in San Francisco. There, he focused on financial planning, risk management, and helping ultra-high net worth clients navigate liquidity events, experience that serves him well at JSC.
JSC teammates describe Cannon as enthusiastic and solution-oriented with deep knowledge and an insatiable curiosity.
Born and raised in North Carolina, Cannon moved to California in 2014 and now lives in San Francisco with his adored wife. He enjoys reading, spending time in wine country, and singing his guts out at karaoke in his free time.
Dana handles all day-to-day internal tasks required to keep JSC running smoothly. She maintains relationships with JSC’s many partners and keeps team morale high with her positive attitude.
JSC teammates say Dana knows how to get things done! She makes sure everyone in the office is taken care of (like the office mom) and encourages the team to meet big goals.
Dana studied drama at USC and has an acting background that started on the stage in San Francisco when she was just five years old, moving to film work at the age of 12. She’s been acting and modeling ever since. Additionally, Dana’s background includes roles such as stylist, designer, author, yoga teacher, and artist all while doing her #1 job of managing a household of three boys (now 18, 20, and 25 years old). Her charisma and tenacity serve her well in the Office Manager role at JSC.
A Bay Area native, now living in Moraga, CA, Dana likes to spend time with her sons, workout, paint, cook, and read in her free time.