Jackson Forelli
Senior Associate
Biography
Jackson is a senior associate in True’s Finance practice and based in Boston. Prior to True, Jackson worked in financial services for six years. He started his career in an advisory role for retail clients at Fidelity Investments. Jackson then shifted to the asset management industry, where he worked as an investments wholesaler for large financial intuitions at Columbia Threadneedle and Wells Fargo Asset Management. Jackson was drawn to the True team after years of observing rapid innovation taking place within the financial sector. Outside of work you can find Jackson on the ski slopes in the winter and the beach in the summer.
Account type
Listed Since
June 2022
Works at
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True Search
Senior Associate
Location & Regional scope
Boston, MA, United States