Jason Kass, CFA, CFP®
Managing Partner, Chief Investment Officer & Sr. Portfolio Manager
Jason has over 27 years of experience advising high net worth families, trusts, endowments, and foundations on investments and portfolio management.
Prior to joining Legacy Edge, Jason served as an Investment Specialist and Portfolio Manager at J.P. Morgan for more than 16 years. Over his career, Jason has managed large-cap U.S. equities for pension funds as part of the Disciplined Equity Team at J.P. Morgan Investment Management. In addition, he has been responsible for managing diversified portfolios of stocks and bonds for individuals, trusts, endowments, and foundations at J.P. Morgan Private Bank. Jason also spent time with HSBC Private Bank as a Senior Investment Counselor, working with sophisticated clients to build customized portfolios.
Jason is a Certified Financial Planner™ (CFP®) as well as a Chartered Financial Analyst® (CFA®) and holds a Series 66 license.
Away from the office, Jason spends his time volunteering as a member of the Board of Trustees and President of the Plainview-Old Bethpage Athletic Booster Club. Jason enjoys spending time with his 3 kids, playing golf, and rooting for the Mets and Islanders.