Jason is the President, Chief Compliance Office (COO) and Co-Chief Investment Officer (CIO) of Portland Private Wealth Management. He has significant responsibility in the design and execution of client investment plans, investment strategies, and portfolios. Jason also advises small business owners who seek consulting services on the design, development, implementation, monitoring and review of retirement plans for their businesses. Jason's career began in 1996 as a research analyst for a portfolio management team at Smith Barney. In 1997, the team founded Leader Capital Corp where he was an assistant portfolio manager before joining Morgan Stanley in 2001. During his time at Morgan Stan