Apr 01, 2023

Jason D. Garcia

  • Investment Management Advisor
  • Chicago, IL, USA
Full time Finance

Personal Summary

With 22 years of experience working in wealth management, for institutional groups, in addition to two Masters Degrees, six licenses and multiple third-party designations, I believe I have a strong background to share with any Catholic University, Seminary, Fraternity, Foundation, Archdiocese, Family Office or Business--in the arena of investment management, portfolio construction and monitoring, reporting, administration and planned giving.

My wife and I are cradle catholics and we are blessed with a large family.  See attached C.V. / Resumes for work experience, degrees, licenses, certifications, honors, awards and core competencies.  Multiple references are available, upon request.