Jason leads the firm’s trading desk and supports advisors with day-to-day operations. His core responsibilities include managing and communicating client account cash flows, account setup and maintenance, trade execution, and management of portfolio performance reporting. Jason also manages relationships with GBB’s custodians and portfolio accounting and trading IT vendors. Jason joined Genovese Burford & Brothers in 2013 after earning a B.S. degree from California State University Sacramento with a double major in Finance and Risk Management.
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*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.