2019

Jason Josephiac

United Technologies' Pension Plan

Jason Josephiac is an Associate Director and Senior Investment Analyst for the United Technologies’ Pension Plan. He is primarily responsible for the portable alpha program and multi-asset strategies and had previously covered global equities. Prior to joining United Technologies he held multiple roles in business development and client service at The Boston Company Asset Management.

Jason graduated magna cum laude from Bentley University with a Bachelor of Science degree in Finance as well as minors in Economics and International Studies. Jason was an Institutional Investor Rising Star award recipient in 2016, is a CFA charterholder and a CAIA charterholder. He also is part of Bentley University’s endowment investment committee and is a member of the CAIA Allocator Advisory Committee