Jason works closely with Poljak Group’s clients to ensure seamless service and develops and consults with clients regarding portfolio research, analysis, design, and enhancements. He provides team direction in providing the highest standard of client care while leading the team’s administrative and logistical operations.
- Provides administrative oversight and management of accounts to help achieve client goals
- Helps implement and manage investment strategies for individuals, families, and institutional investors
- 15 years of industry experience
- MBA, Stephen F. Austin University
- Bachelor’s degree in business administration, Stephen F. Austin University