angle-left null Jason D. Bilodeau, CFA

Jason D. Bilodeau, CFA

Senior Relationship Manager

  • 18 Years with the firm
  • 20 Years of industry experience

Jason is a senior relationship manager directing the firm's client service efforts for insurance companies. Previously, he served as a product manager, responsible for working with insurance portfolio managers, business development officers, relationship managers and members of our consultant relations team. He joined the company in 2002 from Dwight Asset Management Company where he was a portfolio administrator. Prior to that, he worked at The Boston Company. Jason has a BS from St. Michael's College, holds the CFA® designation, and has 19 years of industry experience.

Experience listed may include partial year periods.