Chief Compliance Officer
Jason brings to Horter 26 years of financial services experience in the banking and wealth management industries. His background as a leader in compliance, risk management, accounting, finance, human resources and operations makes him a valuable resource to Horter’s leadership team.
As Chief Compliance Officer, Jason’s responsibilities include developing and maintaining the firm’s compliance program, risk management and working with regulatory authorities. In addition, he leads the firm’s activities in developing analytics, proformas, business planning and new business lines development.
Jason grew up in Westerville, Ohio just outside of Columbus and received his Bachelor’s Degree in Finance and Accountancy from Miami University in Oxford, Ohio and his MBA from Xavier University.