Jason is a member of the fixed income team and specializes in municipal bond investments. His areas of focus include portfolio trading, market analysis, and credit research. In addition to his responsibilities on the investment team Jason manages projects related to system architecture and business operations. Prior to joining Kovitz in 2018, Jason worked as an Analyst at Nuveen on their fixed income and equity trading teams, supporting multiple strategies. Before Nuveen he worked as a Consultant advising buy-side investment management firms on trading and portfolio management optimization.
He received his Bachelor of Science degrees in Finance and Accounting from Boston College in 2014. Jason is licensed with FINRA under Series 7 and 66 and is currently a Level III candidate in the CFA® Program. Outside the office, Jason enjoys cycling, volunteering, and traveling around the world.