Jason Clark

Jason R. Clark is a Principal and Portfolio Manager at Kovitz Investment Group Partners, LLC, based in Aliso Viejo, CA. In his current role, he is responsible for performing in-depth microeconomic research and fundamental analysis on individual stocks and industries, working directly with clients for customized account management, and contributing regularly to the firm’s market commentaries and The Prudent Speculator newsletter. Jason is part of Kovitz’s value investing team, specializing in equity strategies that emphasize stocks trading below their intrinsic value across various sectors, with a focus on long-term client outcomes.

Prior to joining Kovitz in 2018 as part of its acquisition of AFAM Capital, Jason served as Vice President and Senior Portfolio Manager at AFAM Capital (Al Frank Asset Management) from 2007 to 2018, and as an Associate Securities Research Analyst at A.G. Edwards & Sons. His expertise extends to fundamental equity research and account management for private and institutional wealth clients, and his professional experience includes prior roles as a fixed income specialist and corporate bond trader.

Jason holds a summa cum laude Bachelor of Arts degree in Finance from the University of West Florida and is a CFA® charterholder as well as a member of the CFA Society of Orange County. A United States Navy veteran, he is also recognized for his thought leadership as a contributing editor to The Prudent Speculator and for his commitment to disciplined, research-driven value investment strategies.