Jason joined Kovitz Investment Group in 2018, as part of the Kovitz acquisition of AFAM Capital. As a member of the investment team, Jason is responsible for performing in-depth microeconomic research and fundamental analysis of individual stocks and industries. In addition, he works directly with clients to provide customized account management. Jason is also a regular contributor to the firm’s market commentary and newsletter. After serving in the United States Navy, Jason earned a Bachelor of Arts degree in finance, summa cum laude, from the University of West Florida. Jason is a CFA® charterholder and a member of the CFA Society.
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