Jason is a Portfolio Manager on the Great Lakes Advisors Fundamental Equity Large Cap team. Jason joined the firm in 2017 and has been in the industry since 2002. Previously, he worked as a Portfolio Manager at Rothschild & Co Asset Management US (acquired by Great Lakes Advisors in 2023).

Jason also spent five years at Bank of America Merrill Lynch as a Senior Analyst covering exploration production, integrated oil and refining stocks, where he was voted a rising star of Wall Street Research by Institutional Investor magazine in 2014. Before that, he worked at Diamondback Capital as an Analyst and, prior, as an Associate at Citi Investment Research on the integrated oil and refining team.

Education & Professional Credentials:

• Industry Start: 2002
• Emory University, BBA