Jason Seo, CFA

Senior Portfolio Manager

Jason Seo is the Senior Portfolio Manager at Meyer Handelman Company LLC, where he manages the firm’s equity portfolios using a proprietary quantamental stock selection methodology developed over more than two decades on Wall Street. He also oversees the firm’s broader asset allocation, including investments in individual bonds, ETFs, and actively managed funds, alongside MHCo’s core U.S. equity strategies.

Before joining the firm in 2023, Jason served as Chief Investment Strategist and Portfolio Manager at Castle Asset Management (later acquired by Miracle Mile Advisors) and held research and analyst roles at Neuberger Berman, New Amsterdam Partners, Standard & Poor’s, and Citigroup. He holds an MBA from NYU’s Stern School of Business, a BS in Accounting from Penn State University, and is a CFA charterholder. Outside of work, Jason enjoys training at his boxing gym, traveling, and spending time with his wife and son.