Jason is responsible for equity portfolio management and research. He joined the company in 2008.
He began his experience in the investment industry in 1998, and previously served as a managing director and the head of research at Quantitative Services Group.
He holds an M.B.A. in finance from Notre Dame and a B.S. in business, with a major in finance and a minor in physics, from Miami University. In addition, Jason is a CFA® charterholder and a member of the CFA®Institute, the CFA® Society of Chicago and the Chicago Quantitative Alliance.