Leadership

Leadership

Jason Goldberg

Senior Portfolio Manager

Jason Goldberg is a Senior Portfolio Manager responsible for managing dispersion and risk-transfer portfolios on the Solutions platform. Jason enjoys the transparency and autonomy he has in running his area of the business. Jason has been trading equity derivatives since 1998 and joined Capstone in 2018 from PIMCO where he was an Executive Vice President 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, Jason was a Managing Director at Och-Ziff and a Partner at Onyx Capital. He started his career at J.P. Morgan and worked on both the equity derivatives and municipal derivatives desks.

Jason graduated magna cum laude and received a dual degree in Math and Economics from Claremont McKenna College.

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