Jason's primary responsibility for Cardinal is Performance Analysis.

Jason joined the team from Edward Jones where he was a Trade Specialist in the Fixed Income Department. At Edward Jones, Jason was NASD Series 7 and 63 licensed.

Jason holds a B.S in Economics from the University of Louisville and is currently a level I candidate in the Chartered Financial Analyst (CFA) program.

Jason enjoys being outdoors, whether it’s riding his Trek, playing golf, or softball. He also likes following the St. Louis sports teams as well as Notre Dame football and Kentucky Basketball.