We are happy to announce that we're celebrating 20 years!
Jason is a member of the investment team and primarily focuses on equity research and analysis. As part of the Kovitz team since 2005, Jason pioneered and managed the firm’s investments in private-label residential mortgage-backed securities, was engaged in portfolio management and trading related to the firm’s investments in fixed income securities, and was initially responsible for equity trading and operations before transitioning into investment research and analysis. Jason has been published in CFA Magazine and he graduated from DePaul University with High Honors in 2002 while earning a Bachelor of Science degree in Finance with a Minor in Accounting. He is a CFA® Charterholder and a member of the CFA Society of Chicago.