Jason Lioon

Jason P. Lioon, CFA, serves as the Deputy Chief Investment Officer at Diversified Trust, a prominent asset management firm, where he is based in Atlanta, GA. In this role, he oversees the firm’s equity investments and plays a key part in shaping investment strategy, portfolio construction, and asset allocation for a diverse client base, including institutional and high-net-worth investors.

His specific investment focus includes equity markets, private investments, and multi-asset portfolios. Lioon draws on a deep background in managing and analyzing a broad range of asset classes, emphasizing both public and private equity, as well as strategic asset allocation for long-term growth and risk management.

Lioon’s career with Diversified Trust spans several senior roles, including Principal and Senior Vice President prior to his current appointment, reflecting a steady track record of internal advancement and leadership. He holds an MBA in Finance and Real Estate from Vanderbilt University and a BA in Psychology from Dartmouth College, underpinning his expertise in investment management and strategic decision-making.