Mr. Stock is a founding
partner and managing member of M3 Funds, LLC. Mr. Stock
is responsible for managing the trading and operational
functions for the firm while actively participating
in the portfolio management process. He has over 10
years of experience in the investment field with specific
expertise in the banking sector.
Prior to founding M3, Mr. Stock was the Head Trader
at Hovde Capital Advisors, an investment manager for
the Financial Institution Partners series of funds.
In his role at Hovde, he was responsible for the trading
and analysis of investment opportunities with an emphasis
on community banks, thrifts, and mutual holding companies.
In addition to trading and analysis, he was active
in risk management, compliance, and portfolio construction.
Previously, Mr. Stock served 6 years in various capacities
at Fidelity Investments in both Salt Lake City and
San Francisco.
Mr. Stock earned a Bachelor of Science degree in Finance
from Westminster College in Salt Lake City, Utah. He
has been an active volunteer for the Dinner Program
for Homeless Women in Washington DC and also serves
as a volunteer to the National Academy Foundation,
a financial education program for high school students,
to which he is also a graduate. Further, in his spare
time, Jason enjoys traveling, skiing, and spending
time in the outdoors.
jstock@m3funds.com
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The
information contained on this website is not intended
to be, and should not be, construed as an offer or
a solicitation of an offer of securities of any of
the funds managed by M3 Funds, LLC. Any such
offer or solicitation will be made only after a qualified
investor has received the Confidential Private Offering
Memorandum relating to the particular fund. Access
to information about the funds is limited to investors
who qualify as accredited investors and/or qualified
purchasers within the meaning of the Securities Act
of 1933, as amended.
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