Jason Goldberg

Capstone Investment Advisors

Jason Goldberg joined Capstone in June 2018 as a Senior Portfolio Manager to run the Capstone Dispersion Fund, which launched July 2018 on the Solutions platform.

Mr. Goldberg has been trading equity derivatives since 1998. Prior to joining Capstone he was most recently an Executive Vice President at PIMCO, managing up to $1 billion in capital dedicated to equity dispersion. He also ran the equity execution desk for PIMCO and helped advise Portfolio Managers on equity-related strategies and trades. Before joining PIMCO in 2014, he was a Managing Director at Och-Ziff in New York. Mr. Goldberg worked at Och-Ziff from 2006 to 2013, focusing mostly on equity dispersion. Prior to working at Och-Ziff, Mr. Goldberg was a partner at Onyx Capital from 1998 to 2006. He started his career at J.P. Morgan in 1995 and worked on both the equity derivatives and municipal derivatives desks.
Mr. Goldberg graduated magna cum laude and received a dual degree in Math and Economics from Claremont McKenna College in 1995.