We Help generations fulfill their legacy

Overviewmobile

Our Team

Jason Nerio

Jason Nerio
Vice President, Director of Investment Research and Strategy

Jason Nerio is the Director of Investment Research and Strategy at First American Trust. Mr. Nerio has more than 15 years of investment research experience. He is responsible for formulating investment strategy and serves as a leading member of the investment committee which monitors and manages the firm’s allocation strategies for over $1 billion in client assets.

Mr. Nerio also leads the equity research committee and is the lead analyst for the energy, basic material, utility, and consumer discretionary sectors with prior coverage of consumer staples. Jason has been with The First American Family of Companies since 1996.

Jason received his Bachelor’s in Business Administration with an emphasis in Finance from California State University, Fullerton.