Principal Investment Analyst & Financial Planner
Jason is a thorough collaborator who brings a diverse mix of multi-discipline knowledge when getting things done. His personal mission is to deliver thorough work that is actionable and has impact.
After completing the CFA Program, the focus of Jason’s work became investment analysis and financial planning for individuals.
Prior to that, Jason had a 16 year career as a Professional Engineer. Jason had a number of technical and leadership roles managing the operations at a variety of industrial facilities.