Jason is a Portfolio Associate and part of the Client Services team. He works closely with the private investment team on the Yorkville Long Term Health Care Fund, fulfilling responsibilities including administration, compliance, reporting, and sales.
Jason is a graduate of the University of Guelph Bachelor of Commerce program. His prior experience in financial services includes various accounting roles at Equitable Bank and CIBC Mellon, including both general and fund accounting roles. He is preparing to write his Exempt Market Proficiency Course (EMP) in 2017.