Jason Clark

Jason R. Clark, principal and portfolio manager of Kovitz, has been a part of the firm's Research and Portfolio Management Department since 2007. Jason is currently vice president, senior portfolio manager. Within research, Jason is primarily focused on fundamental analysis of individual stocks and industries. Within Portfolio Management, Jason is responsible for active account management, providing education about the firm's investment strategies and portfolio management process and working with the firm's current and prospective Private Wealth clients. He also contributes to the firm's newsletter and market commentaries. After serving in the United States Navy, he graduated summa cum laude with a BA degree in finance from the University of West Florida. His background includes experience as a fixed income specialist and corporate bond trader for Edward Jones and equity research associate with A.G. Edwards. Mr. Clark is a CFA charterholder and a member of the CFA Society of Orange County.