Jason brings a wealth of investment, trading, and research experience to his role as Vice President, Portfolio Manager. His responsibilities include the management and implementation of the Kendall Capital Income & Growth and GARP equity portfolios, client portfolio implementation, management and rebalancing, equity portfolio research, and the design and management of the firm’s trading process.

Jason has a strong commitment to ensuring that client investment portfolios align with both their near-term and long-term goals. At Kendall Capital, he enjoys working with like-minded colleagues who similarly enjoy providing focused advice and guidance to Middle-Class Millionaire® clients.

Jason began his career as an associate at SEI, a financial services firm outside Philadelphia, PA, before moving to Washington, DC in 2012 to join Cambridge Associates. There he worked as a Senior Research Associate focused on comparative portfolio performance, asset allocation, and spending rates for institutional clients such as colleges, universities, and foundations.

Jason graduated from Loyola University Maryland with a BBA with an Economics concentration. He earned the right to use the CFA® designation in August 2017. Jason enjoys playing tennis, going on hikes in the Maryland area with his wife, and participating in local Rockville Chamber events.