Managing Director & Head Portfolio Manager, Social Investment Strategies, U.S. Trust, Bank of America Private Wealth Management
Jason Baron is the head portfolio manager for Social Investment Strategies at U.S. Trust. He is the creator of U.S. Trusts "Socially Innovative Investing" suite of products, serving clients across asset classes including domestic equities and domestic taxable corporate fixed income. Jason is a publishing member of the CIOs Thought Leadership Team where he writes on topics of ESG and sustainability. He is a frequent guest lecturer on sustainability and social investing topics including at the Sloan School of Management at MIT, the Harvard Kennedy School, The Yale School of Management, SOCAP, SRI in the Rockies, the Family Office Exchange, Wall Street With Out Walls, the Milken Institute and the Aspen Ideas Festival and others. Prior to joining U.S. Trust, Jason served as the group head for the Community Investing Team at Lehman Brothers and later Barclays Wealth Management, where he was responsible for the design and implementation of socially responsible and mission-oriented investment products.