Jason Tkach

Jason brings a wealth of investment, accounting, and project management experience to his role as Portfolio Manager, Assistant Vice President. His primary responsibilities include trade execution, rebalancing assets, and portfolio management research. He has a strong commitment to customer service and to ensuring that clients’ investment portfolios align with both their near- and long-term goals.

Jason began his career as an associate at SEI, a financial services firm in Oaks, Pennsylvania. While at SEI, Jason gained experience in the trust division of the company, working as a project management analyst and running the unit’s client satisfaction survey, before working as a private equity accounting analyst. He moved to Washington, DC in 2012 to join Cambridge Associates. There he worked as a Senior Research Associate focused on comparative portfolio performance, asset allocation, and spending rates for institutional clients such as colleges & universities and foundations.

Jason graduated from Loyola University in Maryland with a BBA in Economics. Jason earned the right to use the CFA® designation in August 2017.