Jackson Clarke
Client Associate at LNW Advisors
- Role
- Client Associate at Laird Norton Wetherby
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Jackson Clarke
As a client associate at Laird Norton Wetherby, I directly support a team of client advisors in implementing a comprehensive wealth management strategy for our Ultra High Net Worth clients, providing direct support on client deliverables and administrative account maintenance. At Russell Investments our team leveraged my post-sales and pre-sales expertise to refine client solutions in the middle market OCIO space, enhancing strategic approaches for each unique prospect. With a foundation in Business Administration from the University of Puget Sound, my analytical skills contributed to crafting customized sales presentations and RFPs, pinpointing territory opportunities.
Experience
Client Associate
Feb 2025 — Present · Seattle, WA, US
Directly provides support to Client Advisors in implementing a comprehensive wealth management strategy for Ultra High Net Worth clients. Specifically provides support to the advisory team regarding client communications, client deliverables, and client account administration.Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth. To help turn lifelong ambitions and multigenerational aspirations into reality, LNW brings to each client relationship a high level of care combined with deep expertise in wealth and legacy planning, investments, and trust and estate services.
Education
University of Puget Sound
Bachelor of Arts - BA, Business Administration and Management, General
2015 — 2019
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