Jason P. Lioon, CFA
Principal & Deputy Chief Investment Officer
As Deputy Chief Investment Officer, Jason is a senior member of our Investment Team. He is primarily responsible for the oversight of the company’s equity strategies and as a senior advisor to clients concerning investment strategies. Prior to joining Diversified Trust, Jason served as a Financial Analyst with Goldman, Sachs & Co. in the Private Wealth Management division, where he created investment plans for high net worth individuals and helped manage over $1 billion in client assets.
Jason completed his undergraduate work at Dartmouth College, where he received a Bachelor of Arts in Psychology. He also received a Master of Business Administration from Vanderbilt University’s Owen Graduate School of Management with concentrations in Finance and Real Estate. He is a CFA charterholder and member of the Atlanta Society of Finance and Investment Professionals. Jason also serves as the Treasurer and head of the Finance Committee at Arbor Montessori School. He is a past Treasurer of the Better Business Bureau of Atlanta, having served on its board from 2011-2017.