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
Awards & Recognition
NAPA Top DC Advisor Teams | 2024 (CAPTRUST Houston)