Professionals

University of Baltimore, M.S., Finance
Towson University, BS., Business Administration

Jason is a Principal and Senior Managing Director at Carret Asset Management. He also serves on the firm's Executive Committee. He has over 25 years of experience in the investment management industry.

At Carret, he is the Co-Director of the firm's Fixed Income Strategy. In this capacity, Jason Co-Chairs the Fixed Income Investment Policy Committee (IPC) and is responsible for all facets of Carret's Fixed Income capabilities. He also serves as a member of the firm's Equity IPC.

He has been a guest on Bloomberg TV and Radio, BNN TV and CBS News Radio. He is frequently interviewed by leading industry publications including The Wall Street Journal and BusinessWeek, and is a guest speaker at securities industry events.

Prior to joining Carret, he was a Senior Portfolio Manager at Abner, Herrman and Brock Asset Management in Jersey City, NJ and a Research Analyst at Oxford Capital Management in Baltimore, MD.

Jason is a member of the CFA Institute and the New York Society of Security Analysts (NYSSA).

Jason resides in Denver, CO with his wife, daughter, and son.