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Jason Lustig

Jason Lustig

Partner at J. Goldman & Co. LP

Miami, FL , United States

About

Jason Lustig is a Partner and Portfolio Manager at J. Goldman & Co., L.P., based in Miami, FL. In his current role, he is responsible for identifying, managing, and deploying capital into value and opportunistic situations, overseeing multi-sector long/short equity investments with a focus on risk-adjusted returns.

Lustig specializes in value-driven and opportunistic equity strategies, with experience in capital structure arbitrage and special situations. He manages investments across multiple sectors, although his portfolio management responsibilities primarily emphasize sectors and asset classes with fundamental value opportunities and mispricings.

Having joined J. Goldman & Co. in 2012 as a Research Analyst, Lustig advanced to Portfolio Manager in 2017 and was named Partner in 2021. He holds a BS in Operations Research and Information Engineering from Cornell University, providing him with a robust analytical and quantitative foundation for his investment work.

Career History

OrganizationRoleDate RangeDetails
J. Goldman & Co., L.P.PartnerJan 2021 to Present
J. Goldman & Co., L.P.Portfolio Manager, Value and Opportunistic SituationsJan 2017 to Present
J. Goldman & Co., L.P.Research AnalystSep 2012 to Dec 2016
J.P. Morgan Asset ManagementInvestment Analyst - Behavioral FinanceJul 2011 to Aug 2012

Education

Cornell University

BS, Operations Research and Information Engineering

2007 2011

Skills & Expertise

Equity Research
Equities
Equity Valuation
Valuation
Fixed Income
Distressed Debt
Financial Modeling
Alternative Investments
Investments
Value Investing
Bloomberg
VBA
SQL
Java
Microsoft Excel
Optimization
Project Management
Business Analysis
Accounting
Sales

Others at J. Goldman & Co. LP (42)

NameRoleLocation
Adam Friedman
Adam Friedman
AnalystNew York, NY , United States
A
Adam Zucker
Partner and Portfolio ManagerNew York, NY , United States
Anthony Morra
Anthony Morra
AnalystSetauket- East Setauket, NY , United States
B
Bo Yang
Portfolio ManagerNew York, NY , United States
B
Brett Levy
AnalystNew York, NY , United States
D
Daniel Koch
AnalystDallas, TX , United States
David Mack
David Mack
Partner and Portfolio ManagerBoston, MA , United States
Drew Ronkowitz
Drew Ronkowitz
Portfolio ManagerCedar Grove, NJ , United States
E
Eric Brown
Portfolio ManagerNew York, NY , United States
G
George Wang
Senior AnalystNew York, NY , United States
Showing 1-10 of 42 team members

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