Meet Jason
Jason has spent more than two decades studying what makes a portfolio work, and just as importantly, what helps it hold up over time. As Chief Operating Officer and Director of Portfolio Management at Bluespring Wealth, he leads the team responsible for portfolio strategy and serves on the Investment Committee, helping guide asset allocation, security selection, and ongoing investment due diligence.
Jason began his financial services career in 2003 and joined the team in 2005 after working with Piper Jaffray & Co. He earned his Bachelor of Business Administration in Finance and Marketing from the University of Minnesota Duluth and holds the Chartered Financial Analyst® designation. He is also a member of the CFA Society of Minnesota.