As RFA’s Alternative Investment Analyst, Jason oversees RFA’s non-traded portfolio allocations. He provides ongoing due diligence for currently held hedge, private equity, and private market funds and maintains open dialogue with fund managers to ensure all objectives are being met. He is also responsible for screening and analyzing new alternative funds before presenting them to the Investment Committee for consideration.
Before joining RFA, Jason worked as an Advisory & Product Consultant for a large broker-dealer. There, Jason served as the lead alternative investment consultant, assisting in educating financial advisors on alternative products and recommending portfolio allocations.
Jason received both his bachelor’s and master’s degrees in business administration, with minors in finance and international marketing, from Alliant International University in San Diego. He holds a professional certificate in Alternative Investment Fundamentals from the CAIA Association and also holds FINRA Series 7, Series 63, and Series 65 licenses.
Jason is a native San Diegan and loves to do anything outdoors. He is a PADI-certified dive master who enjoys teaching and leading scuba diving courses in local waters and is passionate about ocean conservation. He enjoys traveling to experience new cultures whenever possible and spending time with his young daughter and large family.
Why I Do What I Do:
I enjoy having the opportunity to make complex alternative products easily accessible and understandable to our clients while ensuring these products complement their long-term financial goals.