Jason Trine

Senior Director, Investment Specialist

Jason Trine, CIMA, is a senior director, investment specialist responsible for supporting the distribution efforts within the sub-advisory channels. Prior to joining the organization, Jason was a senior investment strategist at Principal Asset Management promoting equity, fixed income, and real estate strategies across various retirement product distribution channels. His primary emphasis was participating in sales of new assets and retention of existing assets in conjunction with the sales teams, relationship managers and their intermediaries such as financial advisors, consultants, and clients. Jason has been in the industry since 1999 and joined the firm in 2024. He earned his BA in marketing and his MBA from the University of Northern Iowa. He has earned the CIMA® (Certified Investment Management Analyst) Certification.