Jason Baron is the creator and portfolio manager for the Socially Innovative Investing (S2I) strategy in the investments group within U.S. Trust. Prior to joining U.S. Trust, Jason served as the group head for the community investing team at Lehman Brothers where he was responsible for the design and implementation of socially responsible and mission-oriented investment products. He began his career as an equity analyst following the diversified financial sector at Keefe Bruyette & Woods in their Hartford, CT office.

Jason earned his B.S. in business administration from Georgetown University’s McDonough School of Business and his M.B.A. from Yale University’s School of Management where he focused on investment management and strategic philanthropy. He is a member of the Hitachi Foundation’s investment committee and the Vice-Chairman of The City School, a Massachusetts based non-profit focusing on youth education and development. Jason is a guest lecturer and frequent presenter on socially innovative and sustainable investing topics.

Get Involved

Search Knowledge Center for Resources!

We’re here to help you on your philanthropic journey. Contact NCFP for support!

Get Assistance

Keep up with trends in family philanthropy. Subscribe to our newsletter!

Signup

Family philanthropy improves the quality of life for all. Join our family!

Join Now