Jason Sippel

Portfolio Associate

Jason attributes his life’s success to God and his family. With a Master’s in Quantitative Finance and a Bachelor’s in Philosophy from seminary, Jason combines analytical rigor with a strong ethical foundation. His passion lies in stock analysis and data optimization, leveraging tools like Excel to uncover insights. Currently, Jason works in compliance, billing, and developing stock models, while pursuing certification as a Financial Planner. Jason’s diverse background equips him with a well-rounded perspective and a commitment to delivering value.

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