Jason Lilly, CFA, CFP®

Jason joined Cape Cod Five's Wealth Management team in 2017. He has over two decades of investment and wealth management experience, including institutional investment management, comprehensive financial planning and high net worth wealth advisory. Prior to joining Cape Cod Five, Jason was Managing Director of an Arizona-based Registered Investment Advisor firm, where he was responsible for the portfolio management team. Prior to this, Jason was Senior Vice President and Director of Portfolio Management for a Massachusetts-based publicly-traded bank.

Jason received his undergraduate degree in Resource Economics from the University of Massachusetts, Amherst and his Master of Business Administration degree from Arizona State University. Jason is a Chartered Financial Analyst (CFA) as well as a Certified Financial Planner (CFP®).

Jason, his wife and two daughters make their home in South Yarmouth and can be found on Bass River most weekends in the summer paddle boarding, swimming, kayaking or fishing.

 

• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •

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