JASON B. MOORE

CHIEF EXECUTIVE OFFICER
CHIEF COMPLIANCE OFFICER

Jason is the Chief Executive Officer and Chief Compliance Officer of Ategenos Capital and brings more than 25 years of industry experience to the role.

Jason was previously the Chief Solutions Officer at Orion Advisor Solutions where he oversaw investments, management of investment product solutions, and investment product development for both Orion Portfolio Solutions and Brinker Capital Investments. Additionally, Jason served as President of the Brinker Capital Destinations Funds and was a board member of Focus Orion Solutions which provided lending and cash management solutions.

Prior to joining Orion in 2020, Jason served as Chief Solutions Officer at Brinker Capital where he was primarily responsible for the firm’s wealth advisory business, management and development of investment product solutions, and portfolio implementation. Jason was also a Managing Director and Head of Morgan Stanley Wealth Management’s Consulting Group, where he led the industry’s largest advisory fee-based platform with focuses on business strategy, management of investment products, risk oversight, and sales distribution. While at Morgan Stanley Wealth Management, Jason held other roles that included product and investment management responsibilities and led the development of its unified managed account offering. Additionally, Jason was a Managing Director at Bank of America Merrill Lynch, where he oversaw their unified managed account, separately managed account, and mutual fund advisory businesses.

Jason received his Bachelor of Science degree in Business Administration and his Master of Business Administration degree from the University of Delaware. He holds his FINRA Series 7, 66, and 24 licenses.