Jason A. Rodgers CFA
Vice President, Research Analyst – Great Lakes Review (GLR), a division of Wellington Shields & Co. LLC
Year joined Wellington Shields: 2011
Current: Jason researches and analyzes the approximately 30 companies in the Great Lakes Review Coverage Universe. Great Lakes Review is a research boutique focused on seeking out the highest-quality, medium sized companies headquartered in the Midwest, regardless of industry, for the fundamentally-oriented investor.
Previous Experience/Career Highlights:
Prior to joining GLR in 2003, Jason worked for RAV Financial Services, Inc. (now part of Sequoia Financial), a Cleveland-based financial planning and money management firm, since 1988.
Education and Certifications:
- John Carroll University, Bachelor’s Degree in Business Administration
- Chartered Financial Analyst designation (CFA®)
Other Interests and/or affiliations:
- Jason is a native of Cleveland, Ohio. He is married and has two children.
- Member of CFA Society of Cleveland