Jason Campbell, CFA, CAIA
Jason is a Partner and Co-CIO at Heritage. He serves on the Investment Committee, and also sources and provides analysis on the ﬁrm’s overall investment strategy as well as private placement opportunities.
Prior to working at Heritage, Jason worked at Commonwealth Financial Network, one of the largest broker dealers in the nation, where he worked as a Principal. In this role he reviewed and approved company-wide trades in private equity funds, hedge funds, real estate, mutual funds, and municipal securities. He also helped craft policies and procedures for the ﬁrm to abide by all SEC and FINRA regulations surrounding trade review. After Commonwealth, Jason became the Director of Research at Ariston Services Group, LLC, an RIA and family oﬃce, where he implemented strategies for investments in private equity, hedge funds, real estate and publicly traded companies.
Jason received a Bachelor’s Degree in Business Management from the University of Redlands. He is CFA Charterholder and a CAIA Charterholder. Jason previously held Series 3, 4, 7, 24, 52, 53 and 66 FINRA licenses.