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+1 (908) 947-0463

Jason Caiola, CFA, CFP®

Manager, Institutional Business Development
Wealth Management, Northeast Region

Joined Harding Loevner in 2014

Previous Experience

RS Investments, Investment Research Group, April–November 2013

  • Investment Director

Merrill Lynch Managed Solutions Group, 2006–13

  • Associate Wealth Management Specialist, Vice President
  • Internal Wealth Management Specialist, Assistant Vice President

Merrill Lynch Financial Advisory Center, 2005–06

  • Investor Services Advisor

Education

Rider University, BA, Business Administration & Health Administration, 2004
Certified Financial Planner™ Certificant, 2008
Chartered Financial Analyst, 2011