Jason is a former United States Marine who joined Mischler Financial Group, the nations oldest Service Disabled Veteran’s broker/dealer, in September 2014.
Jason’s background provides for a unique blend of information technology, trading and fixed income portfolio management knowledge. He is currently a Director in the Debt Capital Markets group and the creator of the MaxQ Qloud Analytics platform. Jason also leads the Agency Syndicate effort for Mischler Financial Group and works directly with swap counterparties and agency representatives to increase New Issue access to clients and increase volume for GSE diversity access programs.
Jason specializes in addressing the philosophical, political and analytical complexities of public fund portfolio management by providing a framework and strategy built from the ground up. He holds the Chartered Financial Analyst® designation from the CFA Institute and is an active member of the CFA society of Orange County.