Jason Lioon

Jason Lioon, CFA, has a strong background in the financial services industry. Jason worked at Goldman Sachs from 2001 to 2003 as a Financial Analyst. Jason then joined Diversified Trust Company in 2005, where they served as the Deputy Chief Investment Officer. At Diversified Trust, Jason provided comprehensive wealth management services to a diverse range of clients, including individuals, families, foundations, and retirement plans. With their expertise and dedication, Jason ensured continuity of service and delivered a high level of personal attention to their clients.

Jason Lioon, CFA graduated from Dartmouth College in 2001 with a Bachelor of Arts (BA) degree in Psychology. In 2005, they completed their Master of Business Administration (MBA) degree in Finance and Real Estate from Vanderbilt University's Owen Graduate School of Management. In 2008, Jason obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute.