Jackson Lemberger
Associate, InvestmentsJackson (Jack) serves as an associate on the Investment Team and is based in our Madison, WI office.
Establishing his industry knowledge through his previous work in investment operations for Savant Wealth Management, he has experience in managing investment accounts, reporting, trading, and other various areas of operations.
Jack holds dual degrees in economics and statistics from the University of Wisconsin – Madison and is currently a CFA Level III Candidate. Residing in Madison, he enjoys golfing, skiing, spending time at his family cabin, and following Wisconsin sports teams in his spare time.
Previous Experience
- Investment Operations at Savant Wealth Management
Education & Credentials
- BS, University of Wisconsin – Madison, Statistics and Economics with Math Emphasis
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
