Jason brings a wealth of investment, accounting, and project management experience to his role as Portfolio Specialist. His primary responsibilities include trade execution, rebalancing assets, and portfolio management research. He has a strong commitment to customer service and to ensuring that clients’ investment portfolios align with both their near- and long-term goals.
Jason began his career as an associate at SEI, a financial services firm in Oaks, Pennsylvania. While at SEI, Jason gained experience in the trust division of the company, working as a project management analyst and running the unit’s client satisfaction survey, before working as a private equity accounting analyst. He moved 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 in Maryland with a BBA in Economics. Jason earned the right to use the CFA® designation in August 2017.