Jason Martinez, CIMA
Senior Investment Consultant
Director of Defined Contribution
Jason joined Monroe Vos in 2002 as an Investment Analyst. In 2006, Jason was promoted to Investment Consultant and in 2015 to Senior Investment Consultant. His primary responsibilities are consulting to our clients and managing our defined contribution practice. He earned the designation of Certified Investment Management Analyst (CIMA) from the Investment Management Consultants Association (IMCA) taught at the Wharton School at the University of Pennsylvania in 2005. He is an active member of the Investment Management Consultants Association (IMCA).
Jason graduated from the University of Notre Dame with a B.B.A. in Business Administration, Finance and Business Economics with a second major in Philosophy.
Years of Experience: 20