Jason believes in helping clients optimize their portfolios around four key principal components: beta, alpha, defensive, and opportunistic. He has wide-ranging experience across manager selection, portfolio construction, risk management and an appreciation for how awareness of behavioral biases and a re-alignment of incentive structures can lead to better outcomes.
Jason J. Josephiac, CFA, CAIA
Senior Vice President / Research Consultant
Boston
Joined Meketa in 2021
Previous roles:
- United Technologies Corporation, Pension Investments
- The Boston Company Asset Management, Business Development & Client Service
Other responsibilities at Meketa:
- Asset-Liability Risk Management Committee
- Marketable Securities Oversight Committee
- BS, Bentley University
- CFA® charterholder, CFA Institute
- CAIA Charterholder
- Member, CAIA Association®
- Member, CFA Society Hartford
Jason is a member of the Bentley University endowment investment committee and a board member of the Ellington Community Scholarship Association. Jason is an avid podcast and Audible listener with 1.5x speed being the bare minimum to crank through as much content as possible. He enjoys spending time with his wife, three children and dog, Scooby. You can usually find him on the Peloton in the AM and outside with his kids in the PM.