Jason joined Old Port Advisors in 2012 as a Vice President and Portfolio Manager. In his current role as Wealth Advisor, Jason works directly with individuals and employers. For personal finance clients, he has primary responsibility for their overall financial planning and portfolio management. In partnership with corporate clients, he designs, implements, and manages employer retirement accounts and provides plan participants guidance and education. Jason is a member of our Senior Management and leads our Investment Policy Committee. Jason earned his Bachelor of Arts degree in Economics from the University of Maine, Farmington. He brings over 25 years of industry experience, having beg