Jason is a Portfolio Consultant at boutique multi-asset portfolio construction specialists Context Capital.
Jason drives investment strategy for clients, as well as investment queries, research, analysis and education. Jason is also responsible for managing several key technical functions at Context, including reporting on market sector and asset class performance and providing analysis of fund manager performance across all asset classes.
Previously, Jason was the Head of Investment and Research at leading South Australian wealth manager, Perks Private Wealth. With more than 20 years’ experience in multi-asset class portfolio management spanning over Australia and the UK and across private business, public corporations and government organisations, he is highly adept at leading and advising investment strategies at a managerial, technical and analytical level.
He holds a Bachelor of Commerce (Economics and Finance) from University of Western Sydney and is a Certified Investment Management Analyst and holds a post-graduate diploma in Applied Investment and Finance from Kaplan. He is also a non-executive Director and Chair of the Investment Committee at Cancer Council SA and a Director of the International Centre for Financial Services - University of Adelaide (Advisory Board).