Jason Shlecter CFA

Jason Shlecter brings more than a decade of financial and technology experience to the firm.  He graduated from Northwestern University, with a degree in economics.  

Prior employment includes investment banking at Jefferies & Company, and KKR.

Jason is a CFA® charterholder, and holds Series 79 and 63 securities licenses.

Jason has substantial expertise in many important investment sectors, including credit, ETFs, and hedging strategies.

Jason also has valuable expertise in the technology of modern finance information systems, and has primary responsibility in this capacity at our firm.

Jason and his wife Angelina have two sons.