Jason ZumBerge

Jason ZumBerge, CAIA, is a highly accomplished professional with a robust background in finance and investments. He successfully completed his BBA in Finance and Psychology at Southern Methodist University, further enhancing his expertise in these areas. Additionally, Jason studied BBA, Finance at the prestigious Cox School of Business at Southern Methodist University, solidifying his foundation in finance.

Throughout his career, Jason has held significant roles in various organizations, showcasing his leadership and strategic acumen. He served as the Director of Strategic Relationships at Altegris, where he played a crucial role in developing and nurturing key partnerships. Prior to that, Jason held the position of Vice President at The Presidio Group LLC, further honing his skills in investment management and client relations.

Before his role at The Presidio Group LLC, Jason ZumBerge served as the Director of Investments at Quintessence Group, where he was responsible for overseeing investment strategies and portfolio management. His tenure as an Analyst and Advisor at Morgan Keegan & Co Inc and Morgan Stanley provided him with valuable experience in financial analysis and advisory services, contributing to his well-rounded expertise in the finance industry.