Jason Lattin Cfa Email & Phone Number | Results-driven Wealth Management Regional Leader with over 27 years’ experience and substantial success in directing the management of assets for high net worth and ultra-high net worth individuals, trusts and foundations. Experience includes portfolio design, security selection, asset allocation, strategic recruitment and staff management initiatives. Utilizes comprehensive knowledge of risk management, asset classes, and economic conditions to construct portfolios, provides strategic leadership, applies a critical approach to solve problems, and collaborates effectively with peers to cut costs and drive revenue growth. Develops and leads investment teams to succeed, cultivates trusted relationships with key stakeholders, and spearheads initiatives to drive business growth.

Jason Lattin Cfa

Results-driven Wealth Management Regional Leader with over 27 years’ experience and substantial succ...
Cave Creek, Arizona, United States

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Jason Lattin Cfa’s Email jason.lattin@bmo.com

Jason Lattin Cfa’s Phone Numbers

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Jason Lattin Cfa’s Location Cave Creek, Arizona, United States

Jason Lattin Cfa’s Current Industry Bmo Wealth Management

Jason Lattin Cfa’s Prior Industry Bmo Private Banking | Abbot Downing

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Director, Senior Portfolio Manager

2022-10-01 00:00:00 - Present

Regional Director, Investments

2015-04-01 00:00:00 - 2022-10-01 00:00:00

Principal/Portfolio Manager

2004-04-01 00:00:00 - 2015-04-01 00:00:00

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Jason Lattin Cfa is a Results-driven Wealth Management Regional Leader with over 27 years’ experience and substantial success in directing the management of assets for high net worth and ultra-high net worth individuals, trusts and foundations. Experience includes portfolio design, security selection, asset allocation, strategic recruitment and staff management initiatives. Utilizes comprehensive knowledge of risk management, asset classes, and economic conditions to construct portfolios, provides strategic leadership, applies a critical approach to solve problems, and collaborates effectively with peers to cut costs and drive revenue growth. Develops and leads investment teams to succeed, cultivates trusted relationships with key stakeholders, and spearheads initiatives to drive business growth.