“I am very fortunate that I love what I do. I have a real passion for portfolios and helping clients achieve their goals.”
- Locations
- Birmingham
Jason joined Brewin Dolphin in 2009 and is a Senior Portfolio Manager in the Birmingham office. He established and co-leads the Portfolio Management team in Birmingham, constructing portfolios for a range of private clients, charities and agents.
He also represents Birmingham as a member of the Model Portfolio Service (MPS) invest
ment committee and is also the office representative for the Group Asset Allocation Committee. Jason joined the Brewin Dolphin graduate scheme having graduated from University of York with a 1st class economics and finance degree. He is proud of becoming a Divisional Director at the group in his early 30s. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.