Jason thrives on creating investment programs for institutional investors, particularly non-profits and pensions. He advises investment committees on the management of their programs. Jason established our Philadelphia office in order to serve a growing client base. Prior to joining FiduciaryVest, Jason worked on the buy side with the large cap equity team at Chartwell Investment Partners. Now at FiduciaryVest, he applies this experience and passion towards uncovering disciplined managers throughout the marketplace. Jason continually demonstrates thought leadership relating to innovative investment ideas, specifically in the area of asset allocation. He is a regular guest speaker and panelis