About
Jason
Jason joined Focus Partners Wealth in 2026.
Prior to that, he had been with Kovitz since 2018, as part of the Kovitz acquisition of AFAM Capital. At Kovitz, Jason was a member of the investment team, where he was responsible for performing in-depth microeconomic research and fundamental analysis of individual stocks and industries. In addition, he worked directly with clients to provide customized account management.
Education and Professional Milestones
-University of West Florida – bachelor’s degree in finance, graduating summa cum laude
-Served in the U.S. Navy
-Is a member of the CFA Society
Jason joined Focus Partners Wealth in 2026.
Prior to that, he had been with Kovitz since 2018, as part of the Kovitz acquisition of AFAM Capital. At Kovitz, Jason was a member of the investment team, where he was responsible for performing in-depth microeconomic research and fundamental analysis of individual stocks and industries. In addition, he worked directly with clients to provide customized account management.
Education and Professional Milestones
-University of West Florida – bachelor’s degree in finance, graduating summa cum laude
-Served in the U.S. Navy
-Is a member of the CFA Society