Jason joined FiduciaryVest in 2011 as a Senior Consultant, and a team member in the service of employee defined benefit plans and defined contribution plans. His eleven years of experience in the industry positions him as a lead on institutional investment pools for hospitals and endowments, often in the role of co-fiduciary. Jason opened our Philadelphia office to serve a growing client base.
Prior to joining FiduciaryVest, Jason served as a portfolio manager at Chartwell Investment Partners on the large cap equity team. He assisted with investment selection, as well as marketing and client service of the strategies.
An effective public speaker, Jason spoke before investment conferences nationally and as a guest on business television channels. In an earlier career iteration, Jason worked as a mechanical engineer with the healthcare division of Tyco International Ltd, now known as Covidien.
He earned his M.B.A. from the University Of North Carolina Kenan-Flagler School Of Business, and was awarded the North Carolina Treasury Management Fellowship. He graduated from Vanderbilt University with a degree in Mechanical Engineering. Currently, Jason holds a CFA designation and is a member of the CFA Society of Philadelphia.
A renaissance man, Jason flies airplanes, skis with his children, and dresses up for dinner dates with his bride. Important to note, he is a disgruntled Philadelphia sports fan and a passionate Tarheel.