I am dedicated to doing what is right for each client and providing the experience and knowledge to build custom strategies designed to help meet each of my clients' goals.
As Senior Vice President, Director of Equity Strategy, Portfolio Manager, Jason develops and builds customized portfolio strategies for our individual, institutional and non-profit clients. This includes investment policy review and development, portfolio construction, manager and security selection and performance reporting. Jason also serves as a member of the firm's Investment Committee and leads the Equity Strategy Group.
- Jason has an MBA in finance from the University of Wisconsin – Whitewater.
- Jason is a Chartered Financial Analyst (CFA®) and a member of the CFA Institute and CFA Society of Milwaukee.
- Jason has over 20 years of experience in the financial industry. He has experience managing portfolios for individuals, families, retirement plans, non-profits and other institutional clients.
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
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- Jason is active in his community, regularly serving his local church in leadership roles such as Treasurer, President of the Endowment Fund and a voting member of other boards.