Having recently moved to Tulsa from Washington, Jason joined Argent-subsidiary AmeriTrust in 2020 as a Portfolio Manager and assists in the management and oversight of the AmeriTrust Core Value strategy. Additional responsibilities for Jason include discretionary management of individual stock and bond portfolios for individual and institutional client accounts.
Jason brings with him a wealth of investment knowledge having previously specialized in manager research and due diligence. An accomplished investment research and portfolio management professional, Jason is highly regarded for objective and technical market analysis, specializing in transforming creative research into key findings with actionable recommendations.
He holds a B.S. degree from Northern Arizona University and an M.A. degree in Economics from Colorado State University. Jason is a Level III Candidate in the CFA program and active member of the CFA Society of Oklahoma.