Jackson Roberts

Jackson Roberts

Client Service Associate

Jackson Roberts joins Pallas Capital Advisors as a Client Service Associate. As a Client Service Associate, Jackson provides exceptional client services on a day-to-day basis and manages client relationships. He acts as a liaison between clients and advisors and relays all necessary messages from clients, professionals, and other client advisory team members.

Prior to joining Pallas Jackson was an Equity Research Analyst at Burkenroad Reports. In this role, Jackson handled diverse responsibilities, encompassing financial market research, investment exploration, portfolio monitoring, business model adaptation to industry trends, and active client engagement. Jackson also excelled as a participant in a prestigious university-sponsored securities analysis program, contributing to in-depth investment research reports with a top management interview team at Burkenroad Reports. Before Burkenroad Reports, Jackson was a fixed-income, equity sales and trading intern at Raymond James in New York City.

Jackson received his bachelor’s degree from Tulane University A.B Freeman School of Business in Finance.

Born and raised in Cohasset, MA, Jackson currently resides in Boston, MA. In his free time, Jackson enjoys spending time on Nantucket, surfing, fishing, and hanging out with family and friends.

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Braintree, MA

45 Braintree Hill Office Park Suite 201
Braintree, MA 02184
(781) 971-5052

Wakefield, MA

701 Edgewater Drive
Suite 140
Wakefield, MA 01880
(781) 587-3478

Portsmouth, NH

36 Maplewood Avenue
Portsmouth
NH 03801
(603) 292-3699

Park Ridge, NJ

1 Maynard Drive
Suite 2101
Park Ridge, NJ 07656
(551) 277-2686

Newport, RI

51 Long Wharf Mall
Newport, RI 02840
(401) 847-0505

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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