Chief Investment Officer
Jason serves GHR Foundation as chief investment officer. He is responsible for developing and implementing an investment strategy that is integrated with and supportive of GHR’s design-build approach to philanthropy in the areas of global development, education and health.
Prior to joining GHR, Jason served for a dozen years as Carleton College’s first chief investment officer. At Carleton, Jason was charged with building an investment and operations team, developing and implementing a new asset allocation framework, and partnering with high quality investment managers to develop the portfolio. He worked closely with Carleton’s investment committee to leverage their investment and organizational expertise. Jason was recognized for his work at Carleton in 2015 when Institutional Investor magazine named him endowment manager of the year for smaller institutions.
Prior to joining Carleton, Jason was the director of global equity research at investment consulting firm Jeffrey Slocum & Associates, Inc. where he worked with many different types of clients to develop their equity portfolios. Previously, Jason was an investment analyst at the Minnesota State Board of Investment where he managed the fixed income and equity portfolios, respectively.
Jason currently sits on the Investment Committees at Children’s Hospitals and Clinics of Minnesota and Benilde-St. Margaret’s, where he is also a board member. Jason is a past board member and treasurer of Wilderness Inquiry. Jason earned a master’s degree in finance from the Carlson School of Management at the University of Minnesota and a bachelor’s degree in finance from Boston University.