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Jason Copelas, CFA

Meet Jason

Jason focuses on public equity manager due diligence and monitoring. Additionally, he is a member of Strategic’s ESG Committee and serves as ESG Investment Team Lead, working closely with Strategic’s clients and prospective clients who wish to more fully integrate ESG principles into their portfolios. Prior to joining Strategic, he served as Director of Investments at the Inova Health System Investment Office, which he launched with two colleagues. He has also worked at Cambridge Associates as an Investment Director, at NERA Economic Consulting, and he interned in the Investment Offices of both Williams College and Princeton University.

Jason holds an M.B.A. from Yale University and a B.A. in Economics and Mathematics from Williams College. He is a CFA charterholder and a member of the CFA Society of Washington, D.C.