Jason Wallace Email & Phone Number
Chief Financial Officer @ Cerilon
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Jason Wallace Location
- Austin, TX, US
Jason Wallace Work
- Founder and Managing Member @ JT Wallace Investments LLC (February 2017 - Present)
- Chief Financial Officer @ (March 2026 - Present)
- Strategic Advisor @ (August 2024 - March 2026)
- Principal and Co-Owner @ TriLine Index Solutions (January 2019 - December 2020)
- Managing Director and Head of Institutional Business @ Boone Pickens Capital (BP Capital Fund Advisors) (September 2014 - February 2020)
- Member, Board of Directors @ Valero Alamo Bowl (January 2014 - October 2014)
- Chief Strategy Officer, Partner @ Contingent Macro Advisors LLC (October 2010 - August 2014)
- Founder, Managing Member @ JT Wallace Consultants (January 2010 - May 2012)
- Senior Risk and Investment Analyst @ Austin Capital Management (June 2008 - December 2009)
- Sr. Equities Proprietary Trader @ The Warrior Fund, LLC. (September 2002 - June 2008)
- Sports Speed and Strength Specialist @ Other Industry (December 1999 - September 2002)
Jason Wallace Education
- CFA Institute
CFA (Investment Management)
2012-2012 - GARP Institute
FRM (Multi-disciplinary Risk Management)
2007-2008 - CAIA Institute
CAIA (Alternative Investments)
2006-2007 - Texas A&M University
B.S.
1996-1999 - TCA 1989-1993
Jason Wallace Skills
- Hedging
- Global Macro
- Trading Strategies
- Tactical Asset Allocation
- Hedge Funds
- Alternative Investments
- Fixed Income
- Equities
- Capital Markets
- Trading
- Strategic Planning
- Leadership Development
- SWOT analysis
- Strategic Leadership
- Chartered Financial Analyst
- Financial Risk Management
- Global Leadership
- Mutual Funds
- Equity Derivatives
- Financial Markets
- Technical Analysis
- Risk Management
- Derivatives
- Commodity
- Series 7
- Portfolio Management
- Proprietary Trading
- Traders
- FX Options
- Volatility
- Credit Derivatives
- Asset Management
- Investment Management
- Macroeconomics
- Emerging Markets
- Securities
- Economics
- Investments
- Trading Systems
- Commodity Markets
- Business Strategy
- Asset Allocation
- Leadership
- See 27+See Less
- Financial Risk
- Chartered Financial
- Microsoft Word
- Tactical Asset
- Marketing
- Financial Analysis
- Management
Jason Wallace Summary
- Jason Wallace, based in Austin, TX, US, is currently a Chief Financial Officer at Cerilon. Jason Wallace brings experience from previous roles at JT Wallace Investments LLC, Cerilon, TriLine Index Solutions and Boone Pickens Capital (BP Capital Fund Advisors). Jason Wallace holds a 2012 - 2012 CFA in Investment Management @ CFA Institute. With a robust skill set that includes Hedging, Global Macro, Trading Strategies, Tactical Asset Allocation, Hedge Funds and more. Jason Wallace has 2 emails and 2 mobile phone numbers on RocketReach.
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