Jason manages the daily operations of the Employer Retirement Plans division of McLean, where he works closely with employers and retirement plan participants as their primary point of contact. His technical expertise and diverse background help him address questions and concerns in a way that is easily understood and avoids lingo or complex terminology. Jason also oversees the firm’s Portfolio Management and Investment Operations Department. His responsibilities include helping to establish the firm’s investment policy, portfolio design, asset allocation decisions, and he also serves as a key member of McLean’s Investment Committee. Prior to joining the team at McLean, Jason spent severa