Portfolio Manager

Jason Richey, CFA

Jason is a Portfolio Manager on Cougar Global’s investment team. He analyzes the firm’s independent research, assists with maintaining the firm’s proprietary financial models, and monitors the ETF landscape for new ideas. He also contributes in formulating Cougar’s macroeconomic outlook and key fundamental asset class views. Jason has spent the past 14 years researching various asset classes, with a focus on asset allocation and exchange traded products. Prior to joining Cougar Global in 2015, he was a Senior Analyst on Raymond James’ Manager Research Team, and has been a featured speaker at ETF industry events. Prior to Raymond James, Jason spent nearly a decade analyzing actuarial data for both qualified and non-qualified benefit plans. Jason earned his BA with a double major in Math and Economics, and his MBA in Finance from the University of South Florida. Jason is a CFA charterholder, a member of the CFA Society of Toronto, and a registered Portfolio Manager – Advising Representative with the Ontario Securities Commission.