Jerrod Dawson, CFA®
Chief Investment Officer
Jerrod joined Quest in 2013. As Chief Investment Officer of Quest, Jerrod works with all the Quest teams, and by extension, their clients. His primary responsibility is to monitor and determine how the firm is invested from an asset class as well as security level. From providing a strategic and tactical perspective to handling the modeling for Quest client portfolios, he combines his analytical expertise with effective relationship management. He reviews investment objectives, analyzes investment types, assesses clients’ risk tolerances, and recommends the investment mix that will help clients best achieve their goals. Working closely with Quest wealth advisors, Jerrod is an invaluable member of the Quest portfolio team.
Jerrod has worked in the financial services industry since 1998 and has the Chartered Financial Analyst designation. Prior to joining Quest, he managed a dividend portfolio for Bank of America and oversaw a fund-of-funds portfolio with more than $1 billion in assets. Jerrod’s experience also includes multiple buy and sell-side equity analyst roles covering various market sectors. Throughout his career in asset management, Jerrod has worked closely with affluent clients to determine investment objectives, make optimal asset allocation decisions, and oversee portfolio construction.
Professional and Community Commitment
- Member, Dallas Association of Securities Analysts
Education and Professional Credentials
- Masters of Business Administration with an emphasis in finance, Oklahoma City University, cum laude
- Bachelors of Business Administration in management information systems, University of Oklahoma
- Chartered Financial Analyst (CFA®)
- Registered Investment Advisor Agent with Quest
- Representative with Raymond James Financial Services
Out of the Office
Jerrod is married to his high school sweetheart Ronda Dawson, and lives in Plano with their three children. Jerrod spends most of his free time coaching his children’s sporting adventures and enjoys working out, running, Sooner sports, playing guitar and reading.