Prior to joining the firm in 2014, Jason worked at Boston Private as a Portfolio Manager and Director of Equity Research. Previously he held Investment Analyst roles at Jefferies & Company and John Hancock. He also served as an Adjunct Professor of Finance for graduate programs at Suffolk University’s Sawyer School of Business in 2014 and 2015.
Jason earned a BS from Boston College. He holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute. He holds the Chartered Alternative Investment Analyst® designation and is a member of the CAIA Association. He is also a CERTIFIED FINANCIAL PLANNERTM.