A message from our CEO: COVID-19 update

To our clients and partners.

Our thoughts are with you all during these challenging times.

Since the onset of this pandemic we have prioritized our commitment to our team’s health and safety. We were prepared for remote operations long before mandates for social distancing were implemented.

Progressive transparency is a key value to us at Capstone. Employing it with discipline through these uncertain times has enabled us to adapt proactively to evolving health and safety challenges, keeping our operations uninterrupted and our investment strategies agile, while we continue to deliver exceptional client service.

I am proud of each and every member of our team and continue to support them in their commitment to their families, communities and our clients and partners through the ongoing social and economic impacts of this unsettling time.

Please take care of yourselves.

Paul Britton
CEO

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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