About
Jason
Jason is a member of the Fixed Income team and specializes in municipal bond investments. His areas of focus include portfolio trading, market analysis, and credit research. Jason joined Focus Partners in 2026. Before that, he had been with Kovitz since 2018. Prior to that, Jason worked at Nuveen on their fixed income and equity trading teams, supporting multiple strategies. Before Nuveen, he worked as a consultant, advising buy-side investment management firms on trading and portfolio management optimization.
Outside of the office, Jason enjoys cycling, volunteering, and traveling around the world.
Education and Professional Milestones
-Boston College – bachelor’s degrees in finance and accounting
Jason is a member of the Fixed Income team and specializes in municipal bond investments. His areas of focus include portfolio trading, market analysis, and credit research. Jason joined Focus Partners in 2026. Before that, he had been with Kovitz since 2018. Prior to that, Jason worked at Nuveen on their fixed income and equity trading teams, supporting multiple strategies. Before Nuveen, he worked as a consultant, advising buy-side investment management firms on trading and portfolio management optimization.
Outside of the office, Jason enjoys cycling, volunteering, and traveling around the world.
Education and Professional Milestones
-Boston College – bachelor’s degrees in finance and accounting