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Jason Whitby
MBA, CFA®, CFP®
Senior Financial Advisor

Jason Whitby, MBA, CFA®, CFP®, is a senior financial advisor for Investor Solutions providing financial planning and investment management for high net-worth clients and institutions. His prior experience encompasses security research, portfolio construction and risk management.

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Jason Whitby, MBA, CFA®, CFP®, is a senior financial advisor for Investor Solutions providing financial planning and investment management for high net-worth clients and institutions. His prior experience encompasses security research, portfolio construction and risk management. Prior to his financial services career, Jason was employed in the semi-conductor industry working in engineering, sales, and finance. He joined Investor Solutions in 2008.

Jason has a Bachelor’s Degree in Chemical Engineering from Purdue University and an MBA from Santa Clara University with a concentration in Finance. Additionally, he is a CERTIFIED FINANCIAL PLANNING (CFP®) practitioner as well as a Chartered Financial Analyst.

Jason is widely published and quoted in the media including The Wall Street Journal, Investopedia.com, Morningstar, The Miami Herald, The Sun-Sentinel, Smart Money, Yahoo! Finance, The Globe and Mail, Seeking Alpha, AccountantsWorld.com, and Investor Solutions’ own The Informed Investor newsletter. He is an expert contributor to CNBC For Your Money, CBS4 Financial Expert, Life Turner® by AARP, and many other financial publications.

Jason is a volunteer speaker for the community outreach program sponsored by the Financial Planning Association of Miami-Dade. A former University of Miami Adjunct Professor, he is also a past board member for the Financial Planning Association, and is a member of the CFA Institute.