Co-Chief Investment Officer
(813) 386-8705 | (813) 631-9898
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With over 15 years of experience in the financial services industry, Jason has collaborated with global portfolio managers and industry experts at the CFA European conference and Harvard University. Since joining Members Trust Company in 2005, Jason has provided analytical research and strategy while co-managing ETF model portfolios. Jason is a member of the CFA Institute, CFA Society of Chicago, CFA Society of Madison and Chicago Council on Global Affairs. Jason graduated from Florida State University with dual degrees in Finance and Management Information Systems.