Jason Kronstad, Cfa, Caia Email & Phone Number

Seattle, Washington, United States

Worked as an equity portfolio manager for an asset management firm overseeing roughly $350 billion in client assets. Responsibilities include coordinating multiple groups in daily optimization and management of individual client portfolios, providing analysis on current and perspective client portfolios, providing performance commentary, validating performance, and managing daily operational tasks related to management.• Optimize ~3,200 portfolios in UMA and SMA structures, translating to ~$5 billion in AUM for direct indexing, active manager actions, daily risk exposure management, and active tax management• Manages implementation the Parametric Dividend Income mutual fund• Run analysis for various existing and prospective clients related to new investments, activities, and planning discussions• Perform daily strategy maintenance to ensure position, pricing, and transaction data is accurate and actionable for over 100 model strategies• Lead trainings on systems usage and management procedures for other portfolio managers and team members

Portland, Oregon Metropolitan Area

Worked as an analyst for a $1 billion sub advisor and turnkey asset management program which supports Member Firms of M Financial Group. Responsible for assisting Member Firms in providing investment management services to clients through proposal creation, financial planning assistance, trade analytics, operational support, and performance reporting. Additional responsibilities included producing investment-related research and analysis, manager selection recommendations in both the alternative and public markets, and portfolio allocation recommendations. Served as a voting member of the M Wealth Investment Committee.• Developed pipelines for and performed analysis on over 50 private offerings covering general private markets, private equity, private credit, private real estate, and real assets. Products also spanned various structures including LP, tax and regulatory RICs, interval funds, and auction fundso Presented analysis and recommendations to the Investment Committee leading to the approval of several funds in client portfolios and originated ideas for marketing the funds to advisors• Assisted in the creation of two product suites for use by advisors – four low volatility models and two ESG focused models – and curated materials for distribution to support sales of these models

Portland, Oregon Area

Worked as an associate for a $1 billion sub advisor and turnkey asset management program which supports Member Firms of M Financial Group. Responsible for assisting Member Firms in providing investment management services to clients through proposal creation, financial planning assistance, trade analytics, operational support, and performance reporting.• Presented research to the investment committee to implement annual changes to portfolio models effecting 2,400+ client accounts• Conducted manager and fund research for inclusion in model portfolios• Created a new process for billing client accounts that reduced cycle times from 22 days to an average of 9 days• Implemented operational improvements including a system that increased the speed and accuracy of tracking client allocations • Produced and managed a dashboard to track department metrics for use by the leadership team• Trained more junior team members on various processes including trading procedure, billing procedure, and portfolio management activities

Portland, Oregon Area

Worked as an intern for the wealth management division of a 200+ employee financial services firm. Daily responsibilities encompassed creating trade tickets, updating porfoltio management systems for, and performed rebalancing on client accounts ranging from $25,000 to greater than $20,000,000.• Performed analysis on and suggested asset allocation changes for 12 standardized portfolio models which were implemented for 1,800+ accounts• Assisted in constructing custom portfolio proposals for prospective clients with assets in excess of $1,000,000 including calculating expense ratios, researching holdings, running asset allocation breakdowns, and creating hypothetical illustrations• Performed research on various topics including: charitable remainder trusts, tax deductibility of investment management fees, benefits of semi-annual rebalancing, and use of fixed income securities in IRAs

Portland, Oregon Area

Worked as an intern in the compliance department of a full-service broker-dealer. Daily responsibilities encompassed initial review of trades and assisting in improving current processes for review.• Reconciled 6 missing daily trade blotter reports consisting of 5,000+ trades each• Ran daily trade blotters and suitability reports for trade testing purposes in compliance with FINRA rules• Helped review Actimize alerts in compliance with anti-money laundering laws• Ran and performed initial review of 13H Holdings,13F (asset under management), G-47 municipal bond trade reports and cyber security reports• Performed weekly testing on samples of trades executed through Pershing and Charles Schwab• Assessed and presented analysis of new proposed FINRA rules

Lake Oswego

Worked as an intern under a Financial Planner at an independent financial firm. Daily responsibilities included contacting brokerage firms for information on financial products, running financial reports for client meetings, researching funds, data entry and performing general administrative tasks.• Ran 25 Morningstar illustrations to assist clients with tracking portfolio performance• Researched 50 funds, financial products and individual companies to create portfolios/assist financial planner with recommendations for client portfolios

Master Of Science - Ms, Economics

Bachelor'S Degree, Business Administration (Finance)