Alpha Unlocked

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Here's what Alpha Unlocked is all about...

Hey there!  I'm Jason, the guy behind Alpha Unlocked.

Before AU, I served as a portfolio manager for $500M+ of client capital between two liquid alternative mutual funds.

You're probably wondering what AU is all about.

To tell you the truth, I'm not quite sure yet. I plan on writing about trading and psychology and I'll see where that takes us.

If you'd like to have my posts sent directly to your inbox, join the mailing list by subscribing below.

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Biography

Jason holds a B.S. in Electrical Engineering from Northern Arizona University and enjoys learning about personal growth and development in his free time.

Professional Highlights

  • Worked side-by-side with the CEO as Senior Managing Director at a boutique investment advisor to help grow the company from $10M to $500M+ in AUM.
  • Managed stock, bond, currency and commodity portfolios as Portfolio Manager for $500M+ of client capital between two liquid alternative mutual funds.
  • Co-designed the investment methodology for a managed futures mutual fund which ranked near the top of performance over a 5+ year period.
  • Lead the successful launch of the third-ever (in history) “directly-managed” managed futures fund which became the firm's flagship product.

Personal Highlights

Adventurist

I took the family whitewater rafting a couple summers ago.  We were all brave enough to “ride the bull”.  A rapid crashed into the boat during my son’s turn which left him drenched.  Once he came up for air, he yelled, “Dad!  The water got my balls!”

#ProudFather

Baseball Fanatic

I love anything baseball, but I especially love the Red Sox. I'm a HUGE Sox fan. Here’s me and my son at Fenway after the Sox took Game 1 of the World Series.

#GoSox  #DoDamage

Indoor Skydiving Enthusiast

I’d become an indoor skydiving instructor in another life.  I've only flown a few times, but one day I'm going to moonwalk across the air like the pros do.  If you haven't tried it yet, I highly recommend it.

#BestInventionEver

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