Jason Herried, SVP Director of Equity Strategies, joined Chuck Jaffe on Money Life - a daily financial talk show focusing on investing, handling, managing, planning for and protecting your money. Listen here.

by Jason Herried

As Senior Vice President, Director of Equity Strategy and Wealth 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.

READ MORE