Jason Britton, Mba, Csfa

Jason Britton, Mba, Csfa Email and Phone Number

Founder and Chief Investment Officer @ Woelf Royce Companies
Charleston, SC, US
Jason Britton, Mba, Csfa's Location
Charleston, South Carolina Metropolitan Area, United States, United States
About Jason Britton, Mba, Csfa

Mr. Britton is a senior financial services executive and adjunct college professor of finance with deep experience in product engineering, portfolio construction, transaction structuring, asset location and thematic investing. He is a published author and thought leader in the investment management industry. His work is widely regarded as pioneering in the practice of designing investment management products and structures across asset classes. In addition to traditional financial services and product development, Mr. Britton is an expert in values-based investments, having advised some of the largest family offices and endowed institutions on the topic, totaling over $10 billion in AUA over his career. He is a process patent holder in the field of investment and portfolio analysis and is a frequent speaker and lecturer at Yale University (his alma mater), the Wharton School, Chicago Booth, UCLA and the MIT Sloan School of Management.

Jason Britton, Mba, Csfa's Current Company Details
Woelf Royce Companies

Woelf Royce Companies

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Founder and Chief Investment Officer
Charleston, SC, US
Jason Britton, Mba, Csfa Work Experience Details
  • Woelf Royce Companies
    Founder And Chief Investment Officer
    Woelf Royce Companies
    Charleston, Sc, Us
    View
  • Reflection Analytics
    Chief Executive Officer
    Reflection Analytics Mar 2016 - Present
    Reflection Analytics’ Reflect tool is the only “name-compliant” software providing an investor-focused rating that scores companies across 18 ESG sub-themes and offers asset managers the ability to ensure continuous compliance.
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  • Reflection Asset Management
    President & Cio
    Reflection Asset Management Mar 2016 - Present
    President & CIO of Reflection Asset Management an SEC Registered Investment Advisory firm that provides values-based Asset Management solutions. Currently advising on over $5 Bn in AUA.
    View
  • College Of Charleston
    Professor
    College Of Charleston Jan 2020 - Present
    Charleston, Sc, Us
    Professor of Impact InvestingSchool of Business
    View
  • U.S. Trust
    Managing Director - Co-Chair Of Sustainable Investment Committee - Head Thematic Portfolio Manager
    U.S. Trust Feb 2010 - Mar 2016
    Us
    Managing Director- Co-Chair of Sustainability Investment Committee, Architect and Creator - Head Portfolio Manager for the Proprietary Thematic US equity and fixed income products known as the Socially Innovative Investing Suite of Strategies. Assets under advisement and consultation totaled over $2 BN. Prolific presenter including high impact client events, Aspen Ideas Festival, author and publishing member of CIO thought leadership team and adjunct professor and guest lecturer at institutions including MIT, Yale, UCLA, Kennedy School at Harvard University, University of Chicago, and the University of Pennsylvania.
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  • Barclays Wealth (Formerly Lehman Brothers)
    Vice President
    Barclays Wealth (Formerly Lehman Brothers) May 2006 - Feb 2010
    Head of the Community Investing Team - Product Engineer in ESG Investing

Jason Britton, Mba, Csfa Education Details

  • Yale School Of Management
    Yale School Of Management
    Investment Management
  • Duke University - The Fuqua School Of Business
    Duke University - The Fuqua School Of Business
    Impact Investing
  • Georgetown University
    Georgetown University
    General

Frequently Asked Questions about Jason Britton, Mba, Csfa

What company does Jason Britton, Mba, Csfa work for?

Jason Britton, Mba, Csfa works for Woelf Royce Companies

What is Jason Britton, Mba, Csfa's role at the current company?

Jason Britton, Mba, Csfa's current role is Founder and Chief Investment Officer.

What schools did Jason Britton, Mba, Csfa attend?

Jason Britton, Mba, Csfa attended Yale School Of Management, Duke University - The Fuqua School Of Business, Georgetown University.

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