As the Chief Investment Strategist of The Colony Group, Jason is an investment professional possessing both deep analytical experience and a passion to improve the decisions and outcomes of clients by simplifying the often-complex world of investing. In his role, he is an important resource for our clients and wealth advisors, assisting them in developing portfolios designed to support their goals and communicating the firm’s investment strategy. He also serves as a vice-chairman of the Colony Investment Committee and a spokesperson for Colony Investment Management.
Jason brings broad and deep experience from across the industry. He joined from Mercer Investments where he assisted wealth management firms with manager selection, portfolio construction and asset allocation. Previously, he was responsible for the investment technology and analytics of an Atlanta RIA. He started his career as an advisor.
Jason received a Bachelor of Arts in Economics from the University of Colorado-Boulder. He holds the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations and is a member of the CFA Society Atlanta.