Jason Richey

Analyst-Equity at

Cougar Global Investments Ltd.

Consumer Services

Finance

Profile

Mr. Jason J.
Richey, CFA MBA, is a Portfolio Manager at Cougar Global Investments Ltd. He is a Portfolio Manager on Cougar Global’s investment team.
He analyzes the firm’s independent research, assists with maintaining the firm’s proprietary financial models, and monitors the ETF landscape for new ideas.
He also contributes in formulating Cougar’s macroeconomic outlook and key fundamental asset class views.
He has spent the past 14 years researching various asset classes, with a focus on asset allocation and exchange traded products.
Prior to joining Cougar Global in 2015, he was a Senior Analyst on Raymond James’ Manager Research Team, and has been a featured speaker at ETF industry events.
Prior to Raymond James, he spent nearly a decade analyzing actuarial data for both qualified and non-qualified benefit plans.
He earned his BA with a double major in Math and Economics, and his MBA in Finance from the University of South Florida.
He is a CFA charter holder, a member of the CFA Society of Toronto, and a registered Portfolio Manager – Advising Representative with the Ontario Securities Commission.

Jason Richey active positions

Companies	Position	Start
Cougar Global Investments Ltd. Cougar Global Investments Ltd. Investment ManagersFinance Cougar Global is an active investment manager that utilizes tactical asset allocation to construct globally diversified portfolios. The firm seeks to generate the compound annualized growth rate that achieves the client’s investment objectives. Their approach to dealing with uncertainty is based on important empirical research on both capital market behavior (Rational Beliefs Theory) and on the true nature of risk (Postmodern Portfolio Theory).	Analyst-Equity	01/07/2015

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Private companies	3
Ithaca College Ithaca College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of South Florida University of South Florida Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Cougar Global Investments Ltd. Cougar Global Investments Ltd. Investment ManagersFinance Cougar Global is an active investment manager that utilizes tactical asset allocation to construct globally diversified portfolios. The firm seeks to generate the compound annualized growth rate that achieves the client’s investment objectives. Their approach to dealing with uncertainty is based on important empirical research on both capital market behavior (Rational Beliefs Theory) and on the true nature of risk (Postmodern Portfolio Theory).	Finance