Senior Portfolio Manager
With over 23 years in the investment industry, Jason Rodgers applies his wealth of knowledge and experience to benefit client investment portfolios. Jason, a John Carroll University Boler School of Business & Finance Graduate and Chartered Financial Analyst (CFA) charter holder, has worked exclusively for Beacon Financial Group since January of 2020. He has extensive experience researching and covering stock picks in undervalued medium and large-size companies for major institutional investors.
Jason employs an active strategy in managing the Beacon Stock Portfolios to outperform relevant benchmark indexes while appropriately managing risk.
Jason is a resident in Streetsboro, Ohio, and is married with two grown sons. When not monitoring the markets, he enjoys golfing and the occasional bourbon.