Jason Gould, CFA
Jason Gould, CFA
Jason Gould is the Chief Investment Officer and Portfolio Manager for Lifetime Wealth Management. As Chief Investment Officer, he is responsible for providing the firm-wide strategy on the macroeconomic, fixed income and equity market investment landscape. As portfolio manager he is responsible for building client portfolios that align with both the client’s risk and reward metrics as well as the overall economic and investment landscape views of the firm.
Jason authors a monthly commentary on the markets, which provides an overview of the economic and investment climate with a focus on macroeconomics and relative valuations across asset classes. Jason manages both the Lifetime Core Portfolios as well as an active macro value strategy that seeks to generate attractive long term returns by investing in themes which have fundamental long term outlooks that greatly diverge from current market pricing.
Jason joined Lifetime Wealth Management in 2018. Prior to joining Lifetime, Jason served as the Co-Head of Fixed Income trading for the proprietary trading firm Traditum Group, where he oversaw the firm’s automated fixed income and cross-asset trading strategies in addition to trading U.S. interest rate markets in Eurodollar futures, U.S. treasury cash, futures, and repo markets. Before Traditum, Jason served in various progressive research and senior analyst roles for a U.S. based hedge fund.
Jason holds an undergraduate degree in Economics and a Master’s in Business Administration from Baylor University. Jason also holds the Chartered Financial Analyst (CFA) designation from the CFA Insititute.
We are more than just a wealth management team. With our two sister companies, Lifetime Tax Advisors and Lifetime Insurance Services, we are uniquely positioned to serve as a one-stop-shop for all of our clients’ financial needs. We foster meaningful relationships with our clients, so we can develop a thoughtful, holistic approach to meeting their goals and protecting their legacy.
560 E. I-30, Suite 110 Rockwall TX 75087
Lifetime Tax Advisors
LIFETIME WEALTH MANAGEMENT, P.C. IS A SEC REGISTERED INVESTMENT ADVISORY FIRM (RIA)
LIFETIME WEALTH MANAGEMENT, P.C., LIFETIME TAX ADVISORS INC. AND LIFETIME INSURANCE SERVICES, INC. ARE LEGAL SEPARATE ENTITIES.