Jason Kissell

Jason Kissell, CFA has a diverse work experience spanning various roles and companies. Jason began their career in 2010 as a Clearing Services Associate at Ameriprise Financial Services, Inc. Jason then joined Columbia Threadneedle Investments EMEA APAC as a Fund Accountant in 2012. In 2014, they worked as a Securities Administrator at Advantus Capital Management.

In 2016, Jason joined Vulcan Inc., where they held positions as a Fund Operations Analyst and later as a Sr Reporting and Operations Analyst until 2021.

Currently, Jason is working at Cercano Management, where they started as a Manager, Reporting & Operations in 2022 and is currently serving as an Associate Director, Reporting & Analytics.

Jason Kissell, CFA holds a BSBA degree in Finance from the University of Colorado Boulder, which they obtained in 2010. Jason also participated in a Study Abroad program at City, University of London in 2008. In addition to their educational background, Jason obtained a Series 7 License from FINRA in December 2011, and they recently achieved the Chartered Financial Analyst (CFA) designation from the CFA Institute in 2021.