Jason Robert Lilly

Jason Robert Lilly

Portfolio Manager-Equities at The Cape Cod Five Cents Savings Bank

Finance
Consumer Services

Profile

Mr. Jason R.
Lilly, CFA MBA, is a Senior Vice President & Chief Wealth Management Services Officer at The Cape Cod Five Cents Savings Bank.
He has over two decades of investment and wealth management experience, including institutional investment management, comprehensive financial planning and high net worth wealth advisory.
Prior to joining Cape Cod Five in 2017, Mr. Lilly was Managing Director of an Arizona-based Registered Investment Advisor firm, where he was responsible for the portfolio management team.
Prior to this, he was Senior Vice President and Director of Portfolio Management for a Massachusetts-based publicly-traded bank.
Mr. Lilly received his undergraduate degree in Resource Economics from the University of Massachusetts, Amherst and his Master of Business Administration degree from Arizona State University.
He is a Chartered Financial Analyst as well as a Certified Financial Planner.

Jason Robert Lilly active positions

CompaniesPositionStart
Portfolio Manager-Equities 01/01/2017
All active positions of Jason Robert Lilly

Former positions of Jason Robert Lilly

CompaniesPositionEnd
Corporate Officer/Principal -
Portfolio Manager-Equities -
Analyst-Equity -
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Training of Jason Robert Lilly

University of Massachusetts Undergraduate Degree
Arizona State University Masters Business Admin

Experiences
Positions held

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Connections

99

1st degree connections

6

1st degree companies

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Linked companies

Private companies4

Finance

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