Jason P. Lioon, CFA
Principal & Deputy Chief Investment Officer
As Deputy Chief Investment Officer, Jason is a senior member of our Investment Team. He is primarily responsible for the oversight of the company’s equity strategies and as a senior advisor to clients concerning investment strategies. Prior to joining Diversified Trust, Jason served as a Financial Analyst with Goldman, Sachs & Co. in the Private Wealth Management division, where he created investment plans for high net worth individuals and helped manage over $1 billion in client assets.
Jason completed his undergraduate work at Dartmouth College, where he received a Bachelor of Arts in Psychology. He also received a Master of Business Administration from Vanderbilt University’s Owen Graduate School of Management with concentrations in Finance and Real Estate. He is a CFA charterholder and member of the CFA Society of Atlanta. Jason also serves on the Board of Directors of the Better Business Bureau of Atlanta and is a member of the Finance Committee at Arbor Montessori School.