Jason brings a wide variety of client experience and investment analysis to the team. In previous roles he has served individuals and corporations with investment management, asset allocation and financial planning. In his most recent role prior to joining the Central Trust team, Jason was the Chief Investment Officer of a Registered Investment Advisor with responsibility for $4.3 billion in client assets. In this role he conducted hundreds of due diligence interviews with money managers from investment firms across the country and internationally. He shaped the investment philosophy and the due diligence process.
His primary role at Central Trust Company is to work with clients to structure and manage customized investment portfolios. He also serves as a member of the Asset Allocation group that makes company-wide strategy, tactical allocation and policy decisions.
Education & Certifications
- Chartered Financial Analyst (CFA)
- Chartered Alternative Investment Analyst (CAIA)
- Master of Business Administration, Webster University
- Bachelor of Science in Communications, University of Arkansas
Interests & Activities
Jason has been involved in many organizations within his community, and is currently a member of the Chartered Financial Analyst Society and Chartered Alternative Investment Analyst Association. When he is not spending time with his wife and three kids, Jason is an avid reader with particular interest in Economics, Investment Theory, and Financial History.
