Jason Prole

Jason Prole CFA FRM CBE is a seasoned investment professional with extensive experience in managing multi-billion dollar portfolios and providing strategic consulting for registered investment advisory firms. As Managing Principal at Capital Risk Management LLC since 2016, Jason Prole oversees investment strategy, portfolio management, and risk management for various institutional clients. Previously, Jason Prole served as Chief Investment Officer at Tresalia Capital, where oversight extended to an ultra-high net-worth family's assets and a team of direct reports across multiple locations. Prior roles include Chief Investment Officer at Fiduciary Research & Consulting LLC, managing large public and private assets, and Director of Global Investment Strategy at John Hancock Financial Services, focusing on portfolio design and risk mitigation. Jason Prole's earlier career includes positions in market risk management and investment analysis, complemented by a robust educational background featuring a Doctorate in Business and multiple master's degrees in finance-related fields.