Jason Lindquist Email & Phone Number

Tacoma, Washington

I manage approximately $45m in equity and fixed income investments for Everspire clients. Our process includes monitoring global markets, conducting investment research, building asset allocation models, and selecting appropriate and cost-effective investments. I also oversee implementation of these investment ideas across more than 500 accounts, including trading, cash management, and tax optimization. Other duties include directing Everspire's portfolio accounting, performance reporting, and regulatory compliance activities; consulting on firm-wide communications, writing, and editing projects; and managing client relationships.

Greater Salt Lake City Area

Managed client assets across multiple equity and fixed income portfolios. I also oversaw all aspects of the merger of two investment advisory firms, including harmonization of investment strategies; integration of trading, portfolio accounting, and reporting systems; as well as client transition and integration.

Provo, Utah Area

Co-founder, partner, and Director of Operations. My roles included portfolio management, trading, portfolio accounting and reporting, and GIPS compliance, as well as marketing, client relations, legal regulatory compliance, and business operations. Increased assets under management 5x.

Providence, Rhode Island Area

Conducted postdoctoral research at Brown University's Pembroke Center.

Bloomington, Indiana Area

Edited and managed operations for a scholarly journal.

Berlin Area, Germany

Conducted doctoral research in Berlin, Germany.

Doctor Of Philosophy (Ph.D.), English Language And Literature

Master Of Arts (M.A.), English Literature

B.A., English Language And Literature