Jason is responsible for operational and compliance items for the suite of Aptus ETFs.
Background & Education
Prior to working at Aptus Capital Advisors, Jason worked at U.S. Bank Global Fund Services for 14 years providing Fund Administration, Compliance, and Fund Accounting services for 40 Act Investment Advisors. Additionally, he served as an officer of ETF Series Solutions Trust, a multiple-series Trust.
Jason attended college at Indiana University –Bloomington, graduating with a Bachelor’s degree in Finance and Operations Management.
Outside of the Office
Jason grew up in Milwaukee, Wisconsin, but now lives in Minneapolis, Minnesota with his wife, Sammie. He enjoys spending time with his family, traveling, trying new restaurants around town, and exploring the local coffee shops, as well as playing hockey, golf, and tennis.
Why Aptus?
“I worked with the Aptus team as a member of their ETF service provider in my prior roles. I was able to see what a strong organization Aptus had become through its commitment to growing the business and fund offerings. At the base of it, it was about ensuring their clients and shareholders had the proper resources to meet their investment needs. It was great to see an organization doing the right thing, and still maintaining a fun and positive culture. When the opportunity came along, it was an easy decision.”