Mr. Jackson Ulvila is an Associate at Certuity. He supports advisors with portfolio analysis, investment research, and the implementation of investment strategies, while preparing client reports and investment proposals for high-net-worth clients.
Prior to joining Certuity full-time, Mr. Ulvila served as a Private Wealth Management Intern at the firm, where he gained hands-on experience in asset allocation proposals, portfolio reporting, and client-facing investment materials. He has also gained experience in corporate finance and data analytics through internships at UPS and Hofseth North America.
Mr. Ulvila holds a Bachelor of Science in Honors Finance and Data Analytics from the Haslam College of Business at the University of Tennessee.
