Jason brings a wide variety of client experience and investment analysis to the team. In previous roles, he has led individuals and corporations with investment management, asset allocation, due diligence, manager selection and financial planning. Prior to joining the Central Trust Company team, he worked in Registered Investment Advisors (RIA) and Trust Companies. His previous role was Chief Investment Officer of an RIA with over $4 billion in assets.
At Central Trust Company, Jason helps to lead the asset allocation and selection committees, to continuously improve our investment management process, technology suite, investment options and performance. He also works with clients to structure and manage investment portfolios to meet their individual needs.
Jason also proudly served his country in the U.S. Army.
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.
