About
Jason
Jason primarily focuses on equity research and analysis. He joined Focus Partners following a long tenure at Kovitz, which he joined in 2005. While with Kovitz, Jason pioneered and managed the firm’s investments in private-label residential mortgage-backed securities, was engaged in portfolio management and trading related to the firm’s investments in fixed income securities, and was initially responsible for equity trading and operations before transitioning into investment research and analysis.
Jason has been published in CFA magazine.
Education and Professional Milestones
-DePaul University – bachelor’s degree in finance with a minor in accounting, with high honors
Jason primarily focuses on equity research and analysis. He joined Focus Partners following a long tenure at Kovitz, which he joined in 2005. While with Kovitz, Jason pioneered and managed the firm’s investments in private-label residential mortgage-backed securities, was engaged in portfolio management and trading related to the firm’s investments in fixed income securities, and was initially responsible for equity trading and operations before transitioning into investment research and analysis.
Jason has been published in CFA magazine.
Education and Professional Milestones
-DePaul University – bachelor’s degree in finance with a minor in accounting, with high honors