Jason is a Managing Director and Head of Portfolio Management. He oversees the management and implementation of client strategies. He advises investment advisers, money managers and other wealth management organizations on portfolio construction, portfolio rebalancing, security selection and risk management strategies. Jason advises clients on both taxable and tax-exempt strategies including the corporate, government, mortgage-backed and municipal market sectors.
Prior to joining Northern Capital, Jason was a Director at Performance Trust Capital Partners in Chicago. He was instrumental in developing the Performance Trust Analytics Group, a group focused on providing institutional level bond portfolios for investment advisors. Before joining Performance Trust, he worked as a Director in the Institutional Fixed Income group at BMO Capital Markets where he focused on advising investment advisers, money managers and depository institutions. Jason began his career as a multi-sector equity analyst with Driehaus Capital Management, LLC where he was responsible for advising the firm's senior portfolio managers on funds totaling over $6 billion.
Jason received his Bachelors degree in Business & Economics from Wheaton College in Wheaton, Illinois and an MBA in Finance from Northwestern University’s Kellogg Graduate School of Management in Evanston, Illinois. He became a Chartered Financial Analyst charter holder in 2003.
To schedule a call with a member of our senior staff, please use the calendar tool to select a time convenient for you to speak.
Want to speak with someone now?
Call us at +1 (978) 289-1000.
We offer a broad range of cost-effective fixed income solutions designed to meet the diverse needs of our clients. To receive literature relevant to your specific needs, follow the link below to learn more.
INSIGHTS provides expert perspectives on changes in the markets, sector analysis, portfolio strategies and their implications for institutional investors. Stay current on the latest market developments and key themes for your portfolios and practices. INSIGHTS is written for financial professionals and is for INSTITUTIONAL USE ONLY. Follow the link below to get connected.