Jason has over 10 years of experience in the financial services industry. He started his career at Barclays, managing counterparty credit risk for over 80 hedge funds and leveraged fund clients.
At Oryx Legacy Partners, his responsibilities include thorough analysis of clients’ financials and investment opportunities, asset allocation, extensive due diligence on investment opportunities, as well as portfolio rebalancing and trade execution.
He received his B.S. in Finance from Bernard M. Baruch College. He holds Series 7 and 66 licenses and is a holder of both the Chartered Financial Analyst® and Financial Risk Manager® designations.
Jason is an avid basketball and soccer fan. Originally from Shanghai, China, he now resides in Manhattan with his wife, Claire, and their son, Aiden.
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