Jason serves as the Chief Investment Officer for Saling Wealth Advisors and focuses on investment research, investment selection and portfolio management for our clients. Jason has 15 years of experience in the investment industry and is a Chartered Financial Analyst®, which is one of the world's most respected and recognized investment designations. He is a member of the CFA® Institute and the CFA® Society of Louisville.
Prior to joining Saling Wealth Advisors, Jason was an investment specialist with J.P. Morgan Private Bank and also held the position of due diligence manager at Hilliard Lyons, where he was instrumental in establishing many of the firm’s internal due diligence and research processes. Earlier in his career, he was a portfolio manager at the Hilliard Lyons Trust Company, LLC, where he served as a member of its investment committee.
Outside of the office, Jason serves on the investment committee at GuardiaCare Services, a local nonprofit organization that assists and cares for senior citizens within the community. Jason also enjoys traveling with his wife, Amy, and playing golf and the guitar.
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