Investment Management

Jason A. Castillo

Trading and Operations Analyst

  • Industry Start


  • Education

    Boston College, BS

Jason is a member of the fixed income team and specializes in municipal bond trading and analysis. Prior to joining Kovitz in 2018, Jason worked as an Analyst at Nuveen on their fixed income and equity trading teams, and as a Consultant for a high growth FinTech company 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. When he's not at work, Jason enjoys bike riding, volunteering, and thinking about where in the world he'd like to travel to next.