Experience
A Director in Eckler’s investment consulting practice based in Vancouver, Jason joined the firm in 2023. He’s worked in financial services for over 16 years. He has 11 years of investment management experience working with a wide range of clients – including DB pension plans, government funds, settlement trusts, foundations, and family offices. Prior to joining Eckler, Jason worked as a corporate credit analyst based in Vancouver and the UK. He spent 10 years with a major global investment management firm based in Singapore where he worked with a range of institutional investors across the Asia Pacific region before moving to Canada to establish their Canadian office.
Jason also leads Eckler’s fixed income manager research, regularly meeting with investment managers to form views on their offerings and helping to develop new and efficient investment solutions for clients.
A graduate of the University of British Columbia, Jason holds a Bachelor of Arts in Economics and Political Science. He is a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) charterholder and a member of the CFA of Society in Vancouver.
Areas of Expertise
- First Nations Settlement Trusts
- Fixed Income and Credit investments
- Multi-employer pension plans (MEPP)
- Manager research
Professional Qualifications
Professional Qualifications
- Chartered Financial Analyst (CFA)
- Chartered Alternative Investment Analyst (CAIA)
- Bachelor of Arts, Economics and Political Science – University of British Columbia
Personal
In his spare time, Jason enjoys traveling, golfing, and snowboarding with his wife and two daughters.