As director of alternatives, Jason leads capital formation and client coverage for our private investment strategies across the Americas, partnering closely with business developers across the country to identify new clients for our private investment capabilities, across both private equity and private credit. He is based in San Francisco.

Jason was previously a product manager for a number of Wellington’s hedge funds (2010 – 2020) and a member of the firm’s Macroeconomics Team (2007 – 2010). Prior to joining Wellington Management in 2007, he was a senior analyst at the economic, financial, and strategy consulting firm Analysis Group, Inc. (2005 – 2007).

Jason earned his MBA from Columbia Business School (2015), his MS from The George Washington University (2005), and his BS from Towson University (2002).