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Biography

Jason is an Associate in the Denver office and a member of the Cerity Partners OCIO Accounting and Operations Team. He assists with various fund accounting and financial operations tasks, including monthly client reporting and day-to-day trade activities.

Prior to joining Cerity Partners, Jason was an Analyst at Agility. Before that, he was an Analyst at Envestnet, where he was responsible for client billing, custodian operations, revenue recognition, and accounting.

Outside the office, Jason enjoys playing basketball, cooking, and reading.

Education

  • B.S. in Accounting and Finance from the University of Colorado Denver (Summa Cum Laude)

Highlights

  • Served as the Reporter for Beta Alpha Psi – Theta Sigma Chapter while at the University of Colorado Denver

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.