Jason is a Consultant located in our Portland office. He has over 15 years of institutional investment experience, and serves a diverse client base including corporate and public defined benefit and defined contribution plans, endowments and foundations, and high net worth clients. His responsibilities include asset allocation, investment manager research, portfolio structuring, risk analyses, and client education presentations.
Prior to joining RVK, Jason worked as a Consultant and Senior Vice President at Wilshire. His role involved working with corporate and government defined benefit and defined contribution plans, endowments and foundations, and high net worth clients. Additionally, he was involved in manager and market research, ESG efforts, thought leadership and research, and speaking at conferences.
Jason received his BS degree in Finance, Mathematics, and Economics from Ithaca College. Additionally, he holds the Chartered Financial Analyst designation.