Jason Franzblau

Senior Investment Management Specialist
Jason Franzblau

Dedicated to providing clients with portfolios that are matched to their individual tolerances for risk and their needs for return, Jason leads both the firm’s research and the money manager selection efforts. This includes using both internal and external research capabilities, and leading the firm’s weekly meetings with money managers so that he may integrate the firm’s most current viewpoints into the construction of the portfolio.

Jason’s keen interest in analytics drew him to the business and it drives him to work to continually improve the way in which money is managed and invested. He is also attentive to client questions and concerns, and will thoroughly address them so that each client is fully informed and confident of their investment allocation.

Jason has earned the designation of Chartered Financial Analyst®, which has become known as the gold standard of professional credentials within the global investment community. Investors recognize the CFA® designation as the definitive standard for measuring competence and integrity in the fields of portfolio management and investment analysis.

In 2008, Jason graduated from Lehigh University with a degree in finance and began his career with Verizon’s Investment Management Division. His duties ranged from professional within the private markets and hedge fund groups to senior analyst focused on manager selection. Today, he uses this experience in order to provide a high-level of portfolio construction service to the firm’s clients.

Jason lives in Manhattan, and enjoys golf and playing guitar.