Jason is a Senior Managing Director and Head of Advisor Services and Portfolio Management for Northern Capital. He oversees the development, implementation and management of client strategies. He advises investment advisers, money managers and other wealth management organizations on security selection, portfolio construction, portfolio rebalancing and risk management strategies. Jason advises clients on tax-exempt and taxable fixed income strategies.
Prior to joining Northern Capital, Jason was a Director at Performance Trust Capital Partners. 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.
Registrations & Qualifications
FINRA (SIE) Securities Industry Essentials Examination
FINRA Series 7 General Securities Representative
FINRA Series 63 Uniform Securities Agent State Law Examination
FINRA Series 24 General Securities Principal
FINRA Series 53 Municipal Securities Principal
Chartered Financial Analyst (CFA)
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