Jason is a portfolio manager for the Sustainable Short Duration strategy; the Limited Duration strategy; the Enhanced Cash strategy; and is an associate portfolio manager for the Intermediate Income strategy. 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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