Jason joined Sentinel in 2008 and currently serves as the chief investment officer for National Life Group. As CIO, Jason is responsible for setting the investment strategy and asset allocations for National Life Group’s investment portfolios. In addition to his CIO responsibilities, Jason serves as a portfolio manager for the Sentinel Total Return Bond, Sentinel Multi-Asset Income, Sentinel Balanced, Sentinel Low Duration Bond, Sentinel Government Securities, and Sentinel Unconstrained Bond Funds. Before joining Sentinel, Jason was director of quantitative trading - US debt markets for the Royal Bank of Canada’s Capital Markets group. Prior to that, he worked for Citigroup Global Investments.
Jason earned an MBA from the University of Chicago Graduate School of Business and a BA from the University of Maine at Farmington. He holds both the Financial Risk Manager (FRM) and Professional Risk Manager (PRM) designations.