Jason Copelas, CFA

Meet Jason

Jason focuses on public equity manager due diligence and monitoring. Additionally, he chairs Strategic’s Sustainability Committee and serves as the Investments Team Lead, working with clients who wish to more fully integrate sustainability, impact, and mission-alignment principles into their portfolios, and he is a member of Strategic’s Community Engagement and Advancement Committee, a cross-functional team that works to foster equitable access to opportunities within the firm and encourages broader interest in the financial industry through meaningful community outreach.  ​

Prior to joining Strategic, Jason served as Director of Investments at the Inova Health System Investment Office, which he launched with two colleagues.  He has also worked at Cambridge Associates as an Investment Director, at NERA Economic Consulting, and he interned in the Investment Offices of both Williams College and Princeton University.​

Jason is a member of the Board of Trustees of House of Ruth, a DC-area non-profit focusing on housing for women and children experiencing homelessness or domestic violence.​

Jason holds an M.B.A. from Yale University and a B.A. in Economics and Mathematics from Williams College.  He is a CFA charterholder and a member of the CFA Society of Washington, D.C.