“It’s rewarding when you help clients reach their financial goals. It’s nice to do something positive for them.”
- Locations
- Jersey
Jason is a Portfolio Manager in the RBC Brewin Dolphin Jersey office. He works in the Discretionary Collectives Investment team, helping construct and manage the portfolios of private clients and fiduciaries. He also carries out execution-only trades for clients.
After working as a Chef and demolition man after leaving school, Jason began his financial services career in 2002 as a Client Liaison Officer at HSBC Fund Administration in Jersey. He then moved to Guardian Asset Management on the island in 2006 as an Investment Services Officer. He joined RBC Brewin Dolphin as an Assistant Portfolio Manager in 2009, becoming a Portfolio Manager in 2018.
He is a Chartered Member of the Chartered Institute for Securities & Investment and holds the Investment Management Certificate and Investment Advice Diploma.