- The Site is maintained and operated by a third-party vendor, Citrix Systems, Inc. (the “Vendor”), a company that is not affiliated with Ingalls & Snyder, LLC (“Ingalls”). While Ingalls has selected the Vendor based on its belief that the Vendor has commercially reasonable safeguards designed to (i) ensure the security and confidentiality of any non-public information (“Information”) transmitted using the Site, (ii) protect against any anticipated threats or hazards to the security or integrity of Information transmitted using the Site and (iii) protect against unauthorized access to, or use of, Information transmitted using the Site, Ingalls does not exercise any control over the Vendor’s systems and cannot guarantee the privacy and security of any information you choose to transmit using the Site.
- Access to the Site is granted by Ingalls so that you may utilize the Service for your convenience at your sole discretion. Ingalls has no liability for any loss, claim, or other damage that results from unauthorized access to any Information transmitted using the Site. User is solely responsible for the security of Information stored locally on the User’s computer or device as well as any email account User may use to receive and send links to the Site to transmit or receive documents.
Jason Morad is a Senior Vice President and investment advisor managing assets for private client, trust and foundation portfolios. Jason leads the firm’s wealth management offering, developing asset allocation recommendations and handling third party manager due diligence. Jason works primarily in the firm’s office in Wellesley, MA.
Jason joined Ingalls & Snyder in 2015 when the firm became sub-advisor for the investment management clients of Capital Formation Group, Inc., where he had been Chief Investment Officer beginning in 2007. Previously, he was Portfolio Manager and Manager of Equity Research at Hale & Dorr Capital Management in Boston. Jason started his career as a securities trader and analyst at Investors Bank & Trust.
Jason holds a B.A. from Vanderbilt University and a J.D. from Pepperdine University. He is a member of the Boston Security Analysts Society and is a Level III candidate in the Chartered Financial Analyst program.
Jason resides with his family in Boston, MA. He is an avid surfer and snowboarder, and recently has entered the sport of triathlon.