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Jason is a portfolio analyst at Brown Advisory. In his role, he works with the portfolio management team to help construct and manage portfolios for families and individuals. Jason joined Brown Advisory in 2023. Prior to joining the firm, Jason worked as an investment analyst and junior financial advisor at Royal Harbor Partners, LLC.

 

Education

  • Michigan State University, BA in Finance and Minor in Entrepreneurship and Innovation

Certifications

  • Investment Advisor Representative (Series 65)

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