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, he 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. Jason proudly served his country in the U.S. Army.
His primary role at Central Trust Company, is to work with clients to structure and manage investment portfolios to meet the client’s individual needs.
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 CFA Society, CAIA association, SE Rotary Club of Springfield. When not spending time with his wife and three kids, Jason is an avid reader with particular interest in Economics, Investment Theory, and Financial History.
