Jason provides oversight of the operations team and helps drive efficiency by developing our proprietary investment management platform. Jason holds the designation of Chartered Financial Analyst (CFA). The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis.

He developed his passion for finance at California State University, Long Beach (CSULB), where he earned a Master of Business Administration (MBA) degree and served as graduate assistant for the finance and international business departments. He was also Vice President and Treasurer of the Masters of Business Administration Association, a network of business professionals. Jason led, and provided quantitative analysis for, the Student-Managed Investment Fund, in which he and his colleagues managed real money portfolios in order to develop a holistic understanding of portfolio management. His hard work and acumen earned him a place on the Graduate Dean’s List of University Scholars and Artists, and a lifelong membership to Beta Gamma Sigma, the international honor society for business students.

Jason earned his Bachelor of Arts degree in Computing from the University of California, San Diego. He enjoys spending his free time with his wife and three daughters and stays active skateboarding and practicing Brazilian Jiu jitsu.