Jason is an Equity Analyst at Summitry. He primarily works with the Research Team, assisting the firm’s research analysts in covering the portfolio and researching new investment ideas by building and maintaining valuations models. Jason is a CFA® Charterholder.
Prior to joining Summitry in 2016, Jason received his Bachelor of Arts degree in Business Management Economics at the University of California, Santa Cruz. He began his career in the industry at First Republic Investment Management. At Summitry, Jason was a part of the Private Client Group for 4 years before transitioning to the Investment Team.
In his free time, Jason enjoys visiting local coffee shops, watching the Los Angeles Lakers, and working out.
