Jason is a global investment strategist in the multi-asset solutions group, leveraging the firm’s multi-asset capabilities to address investors’ challenges.
- Joined industry
- 1996
- Joined the Group
- 2014
Topics of expertise
Jason joined Newton in September 2021, following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group. Before joining Newton, Jason was a global investment strategist at Mellon Investments Corporation and Mellon Capital (both BNY Mellon group companies).
Prior to joining BNY Mellon, Jason was a strategist with Hermes Commodities, where he was responsible for running and developing its commodity business. Previously, he worked at BGI as a strategist on the investment solutions team and then as head of portfolio management for BGI’s hedge fund management group. He also worked in various roles at BARRA, including as product manager of equity models and director of global accounts.
Jason has a BA in Political Science and International Studies at Macalester College and an MA in Economics from Los Andes University. He received his CFA1 designation in 2001 and is a member of the CFA Institute.
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