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Jason Sangekar, CFA®

Director of Investment Research & Advisory

Jason began his career in finance in 2006. Previously, Jason was the Chief Operating Officer of the US Broker Dealer of a multinational financial corporation. He was instrumental in building the company’s fixed income platform, treasury, and securities finance capabilities. He currently holds the Chartered Financial Analyst® designation.

Jason is a graduate of the University of Delaware with a Bachelor of Science in Business Administration with a concentration in Finance. He resides in Springfield, NJ with his daughter Ava and his wife Caroline.