Jason Martinez, CIMA®

Senior Vice President,
Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Jason Martinez is an institutional retirement plan advisor based in Houston, TX.

Jason joined CAPTRUST in 2023 from Monroe Vos Consulting. He serves as a financial advisor, and he primarily consults endowments and foundations, as well as plan sponsors, on their defined contribution plans.

Jason holds a Bachelor of Business Administration degree from the University of Notre Dame. He is a member of the National Association of Plan Advisors and enjoys playing golf, cooking, and listening to live music outside of work.

Education

  • Bachelor of Business Administration degree from the University of Notre Dame

Industry Designations

  • Certified Investment Management Analyst®

Industry Involvement

  • Member, National Association of Plan Advisors

Resources

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