Jason Peter Lioon
Head-Equity Investments at Diversified Trust Co.
Profile
Mr. Jason P.
Lioon, CFA MBA, is a Principal & Deputy Chief Investment Officer at Diversified Trust Co. He is primarily responsible for the oversight of the firm’s equity strategies and as a senior advisor to clients concerning investment strategies.
Prior to joining Diversified Trust, Mr. Lioon served as a Financial Analyst with Goldman, Sachs & Co. in the Private Wealth Management division, where he created investment plans for high net worth individuals and helped manage over $1 billion in client assets.
He completed his undergraduate work at Dartmouth College, where he received a Bachelor of Arts in Psychology.
He also received a Master of Business Administration from Vanderbilt University’s Owen Graduate School of Management with concentrations in Finance and Real Estate.
Jason Peter Lioon active positions
| Companies | Position | Start |
|---|---|---|
Diversified Trust Co.
 Diversified Trust Co. Investment ManagersFinance Diversified Trust Co. is a privately-owned trust management firm headquartered in Charleston, South Carolina. The firm was founded in 1994 by Larry H. Bryan. Diversified Trust creates wealth solutions to individuals and multi-generational families, foundations and endowments, retirement plans, and family-owned businesses. | Head-Equity Investments | 01/11/2005 |
Former positions of Jason Peter Lioon
| Companies | Position | End |
|---|---|---|
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | - |
Training of Jason Peter Lioon
| Dartmouth College | Undergraduate Degree |
| Vanderbilt University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Diversified Trust Co.
Diversified Trust Co. Investment ManagersFinance Diversified Trust Co. is a privately-owned trust management firm headquartered in Charleston, South Carolina. The firm was founded in 1994 by Larry H. Bryan. Diversified Trust creates wealth solutions to individuals and multi-generational families, foundations and endowments, retirement plans, and family-owned businesses. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
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