Jason Huang has approximately five years of experience in investments and portfolio management. Prior to joining Summit Financial, he served as an Investment Analyst at a family office, where he conducted research on public BDCs. In his current role on Summit’s Investment Team, Jason is engaged in the full lifecycle of private alternative investments, including strategy research, due diligence, portfolio monitoring, and advisor support. He also contributes to the firm’s economic analysis and investment commentary. Jason holds a B.A. in Economics from National Chengchi University in Taiwan and an M.A. in Economics from New York University, with a concentration in quantitative economics. He is currently a CFA Level III candidate.