Jason Tilchen CFA 2018-07-05T10:48:03+00:00

Project Description

Jason Tilchen CFA

Research Associate

 Year joined Wellington Shields: 2017

Current:
Jason adds crucial support to the investment team by monitoring the capital markets as a whole and the individual companies we have invested in. He also seeks to identify themes that will benefit from current economic conditions and where things are headed in the future—and have the potential to outperform the broader market over the long run.

Previous Experience/Career Highlights:
Jason began his finance career as an operations associate at Axiom Investors, an institutional investment management firm. His main responsibilities were portfolio reconciliation, trade settlement, and cash management. From there, he moved into a client relations role, calculating portfolio performance and analytics, and monthly/quarterly/annual client reports.

Education and Certifications:

  • Indiana University, Bloomington, Kelly School of Business, BS Business/Finance (Major)
  • Chartered Financial Analyst (CFA®)
  • FINRA Licenses: Series 7, 66

Other Interests and/or affiliations:
Jason is an adventurous and wide-ranging traveler. Recent trips include Israel, Vietnam, Cambodia and Iceland. He began playing golf at six years of age, was the Captain of the Varsity Golf Team at Plainview JFK High School, and can be found on courses throughout Long Island, honing his short game and mastering the challenges of the putting green.

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