As a Portfolio Trading Analyst, Jason assists with the maintenance of client accounts within the firm’s portfolio management system alongside providing support to the Investment Committee.
Jason joins JFS with 12 years of experience in data and portfolio analysis. Prior to JFS, Jason worked as a Content Analyst at FactSet Research Systems where he worked on investigating client inquiries regarding portfolio benchmarks, which further built on his skillset as an Analyst.
Outside of work, Jason enjoys spending time with his family and pursuing outdoor activities. He also loves traveling and reading.