Jason is a partner and serves as portfolio manager for the Sustainable Short Duration, Limited Duration, Enhanced Cash and Intermediate Income strategies. Jason is also the Head Fixed Income Trader. His role is primary execution of taxable bonds of all types as well as management of shorter duration portfolios. Prior to joining the firm, he served as a fixed income trader at Ferris, Baker, Watts and Deutsche Bank Alex. Brown.


  • Loyola University Maryland, MBA (2007)
  • University of Baltimore, BS (1998)


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