Jason Edinger

Jason Edinger, CFA®

Chief Investment Officer

Outside of work, Jason enjoys running, skiing, surfing, and playing team sports with his children. 

Fun fact: He once led a motorcycle tour through Spain and France alongside his father, brother, and a close friend—a journey that combined adventure, family, and camaraderie. 

Jason Edinger focuses on investment management and research, helping to design and monitor portfolios that align with clients’ goals, risk tolerance, and time horizons. He began his career at State Street in 2010 as a financial analyst, where he built a foundation in markets and portfolio construction, and simultaneously pursued the Chartered Financial Analyst® (CFA®) designation. 

Jason also brings leadership experience from outside the financial world. He served as a U.S. Army captain, leading soldiers in Iraq and earning a Bronze Star for his service. That discipline, adaptability, and sense of responsibility continue to guide his approach with clients today. 

Life is always in motion—your financial plan should move with you.

We’re here to help make sure it does.

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