Dedicated to doing what's right for the client.
As Senior Vice President, Director of Equity Strategy, Portfolio Manager, Jason develops and builds customized portfolio strategies for individual, institutional and non-profit clients. This includes investment policy review and development, portfolio construction, manager and security selection and performance reporting. Jason also serves as a member of the firm's Investment Committee and leads the Equity Strategy Group.
Meet Jason Herried
Experience
- Masters of Business Administration in Finance from the University of Wisconsin – Whitewater
- Chartered Financial Analyst (CFA®) and a member of the CFA® Institute and CFA® Society of Milwaukee
- Over 20 years of experience in the financial industry, specifically managing portfolios for individuals, families, retirement plans, non-profits and other institutional clients.
- Registered Investment Adviser Representative
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Investments
- Equities
Community Involvement
- Serves as Treasurer at his local church
- President of the Endowment Fund
- Voting member of other boards