About Jason
As the Chief Investment Strategist and a Principal of Focus Partners, Jason is an investment professional with a focus on asset allocation, portfolio construction, and third-party manager selection. In his role, he is an important resource for our clients and wealth advisors, assisting them in developing portfolios designed to support their goals and communicating the firm’s investment strategy. He also serves on the Focus Partners Investment Committee and is a spokesperson for Focus Partners Investment Management.
Jason brings broad and deep experience from across the industry. He joined from Mercer Investments where he consulted to institutions and financial intermediaries on investment program design. Previously, he was responsible for the investment technology and analytics of an Atlanta RIA. He started his career as an advisor.
Jason received a Bachelor of Arts in Economics from the University of Colorado-Boulder. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Atlanta.