Drew Jackson has joined Capital Square as senior managing director, private wealth solutions, and a member of the executive management team.
He brings more than 25 years of experience in financial services to Capital Square, where he will nurture and expand relationships throughout the independent broker-dealer and registered investment adviser channels.
Jackson joins Capital Square from Concorde Holdings, a broker-dealer, registered investment adviser and insurance agency, where he most recently served as president and CEO. During his tenure with Concorde, Jackson led the alternative investment–specialist firm to the best results in company history, consistently driving positive outcomes and advocating for evolving financial services to client-centered products and programs. He has been a respected leader in the wealth management industry for years, directing programs, supporting wealth advisers and clients, and adopting solutions for tax problems through alternativ
