JA
Chief Operating Officer, CCO
Stance Capital
Jason is responsible for operations, regulatory compliance, the performance record and client reporting across the firm. He has worked with Bill Davis since 2010, first at Empirical Asset Management, and has been with Stance since its founding. He previously served as CCO of Willow Partner Advisors. Over eighteen years he has implemented and tested compliance programs, prepared firms for SEC examination, and constructed and maintained GIPS composites through multiple third-party verifications. He has managed equity long/short, equity income and sustainable equity portfolios and built wealth-technology platforms. M.A. Quantitative Finance; B.A. Computational Finance and Computer Science.
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